Client Associate (Institutional)

Recruiter
Logan Sinclair
Location
London, United Kingdom
Salary
Competitive
Posted
24 Nov 2021
Closes
24 Dec 2021
Ref
12735845
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities
  • Aid client coverage teams with strategy and daily client servicing
  • Cooperate with internal teams (client services, marketing, portfolio management, and compliance)
  • Arrange client-related materials such as client presentations and RFPs
  • Direct market research, business strategies, and client analysis
  • Participate in administrative processes such as sustaining the CRM system, database management, keeping meeting notes, etc.

Requirements
  • Educated at degree level
  • Preferred IMC, CFA, or CAIA, or working towards such qualifications
  • Good working knowledge of Excel and PowerPoint
  • Experience using Salesforce or CRM systems

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