- Support the Client Services team to manage content creation process via project management of partner teams, ensuring that relevant productions SMEs are working to correct deadlines, and data and brand parameters.
- Works in close coordination with the wider team to build confidence in how to influence decisions of senior leadership, Managing Directors, and business partners across Distribution, in accordance with business and compliance rules, and Service Level Agreement, regarding the build and usage of Client/Sales Meeting Materials. Start to build professional working relationships to become a trusted partner.
- Work with automated systems to autonomously pull together materials, understanding and applying business and compliance rules as required.
- Support the wider team to create customized sales and marketing presentations for full spectrum of institutional investment based on knowledge of the product(s), benchmark, and other data. Create ad hoc materials (due diligence, product, etc.) to enhance sales process.
- Works in close coordination with the Senior Specialist on the production/distribution of client review books (including providing customized data), and correspondence. Proof figures for "reasonableness and accuracy.
- Develops the ability to field inquiries from field team to properly assess their needs and direct them to a solution. To determine the urgency of the request and to determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.
- Utilize the CRM database as central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.
- Works with Client Services Specialist to develop, communicate, and implement workflow procedures relative to sales and relationship management functions. Communicate issues or trends to the manager relative to workflow, operational, or compliance issues that arise in course of job responsibilities.
- Support the Client Services Specialist to control all aspects of external events such as roadshows, product focused events and industry conferences. Support the wider Client Services Team with event planning and external vendors working within department budget. Provides support to manage the coordination and production of all materials. Coordinate regular and specialized mailings to established contact lists. Provides when required customized lists for targeted and time sensitive communications.
- Assist other teams within the department and perform additional duties as requested by the manager.
- 0-1+years of experience in relevant industry preferred.
- Language requirement dependent on territory.
- Ability to work independently, with minimal direction, and meet deadlines.
- Strong written and verbal communication skills.
- Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.
- Ability to work effectively in a team-oriented environment.
- Client Series 6 and 63 registrations in accordance with the company's licensing policy.
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Client Services Associate - Boston, United States - Marchon Partners
Description
Job Title: Client Services Associate
Location: Hybrid, 3 days in Boston (Tues Thurs)
Duration: 6+ months
JOB PURPOSE:
The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and sales engagement activities across business streams and territories. The Client Services Associate will also assist with factoring applicable contractual information, regulatory environment, compliance, and business rules.
The Client Services Associate will seek direction from the Team Lead to start to develop their understanding of the products and vehicles at the company to effectively assist in relationship management efforts. The Client Services Associate will enhance client relationships by providing outstanding service.
PRINCIPLE RESPONSIBILITIES:
REQUIRED SKILLS, QUALIFICATIONS, & EXPERIENCE:
REQUIRED LICENSES/CERTIFICATIONS:
