Client Relations Associate - New York
1 month ago

Job summary
To provide associate level support for the US Sales Team.
Serve as a dedicated point of contact for all day-to-day client inquiries
Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management,
Support the US Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team,
Manage client onboarding process by providing support and direction for complex investor transactions,
C Coordinate prospect/client portfolio reviews operational due diligence meetings RFP DDQ completion roadshows outreach campaigns annual conferences and client update calls Deliver customized standardized ad-hoc reporting to our North American client base Direct ongoing client subscription redemption process ensuring flows are communicated in timely accurate manner Organize implement new commercial agreements ongoing maintenance of these agreements Intermediary Rebate Platform Custody agreements etc Coordinate restriction list implementation trade error notification side letter attestation process in conjunction Man Compliance team
Job description
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