Client Relations Associate

Position: Client Relations Associate – Asset Management

Overview:

An established investment management firm is seeking a Client Relations Associate to join its National Accounts team. This is an excellent opportunity for an early-career professional to gain exposure to institutional sales, client relationship management, and business development within the asset management industry.

Key Responsibilities

• Support National Account Managers with account management, sales and client service initiatives.
• Conduct client and market research; prepare for client meetings and follow-up activities.
• Prepare client reports, presentations, and meeting materials.
• Manage service requests and maintain accurate CRM records and sales pipeline data.
• Assist with the execution of sales, marketing, and client engagement campaigns.
• Coordinate internal resources for competitive analysis, RFPs/RFIs, due diligence questionnaires, conferences, and sponsorships.
• Collaborate with Sales, Marketing, Investments, and other internal teams.
• Develop into a more client-facing role, with opportunities to participate in and lead client calls and meetings.

Qualifications & Requirements

• Bachelor's degree required.
• 1–2 years of experience within the asset management industry preferred.
• Active FINRA Series 7 and 63 licenses required.
• Strong organizational, communication, and interpersonal skills.
• Detail-oriented and professional, with the ability to manage multiple priorities and deadlines.
• Advanced Microsoft Excel and PowerPoint skills; familiarity with ChatGPT.
• Salesforce experience a plus.
• Willingness to travel occasionally (approximately 3 times per year).

A great opportunity for someone looking to build a career in asset management sales, national accounts, and client relationship management.