Client Relationship Associate

3 weeks ago

Menomonee Falls, United States Allspring Global Investments Full time
Description Elevate Your Career Work where your ideas have impact

COMPANY

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

We have an opening for an Institutional Client Relationship Associate with our Institutional Client Group (ICG) Central Region. Allspring's Institutional Client Group works primarily with corporate and public retirement plans, pensions, Endowments and Foundations. This position supports our client facing team of Client Relationship Directors and the clients and prospects they serve, with key functions and goals related to sales and prospecting, client and prospect related projects, client events and Marketing support, broad relationship management needs, reporting and documentation.

RESPONSIBILITIES

  • Partnering with sales, portfolio managers, product specialists and/or client relations staff and other key internal stakeholders for all support activities for current client relationships.
  • Working hand in hand with the RFP, PM, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFP's and questionnaires, and related reviews and approvals.
  • Preparing portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors and/or clients regarding investment teams, products, and/or market segments to target and pursue new opportunities.
  • Researching product or service information of clients/prospects and identifying additional investment strategies of interest.
  • Supporting the tracking of sales, client support and marketing activities in Salesforce, and supporting the Distribution COO in gathering and reporting of client facing activity and results.
  • Spearheading projects, including identifying resources, establishing time frames and managing to milestones and communicating and coordinating across various internal parties.
  • Identifying opportunities to streamline processes and procedures to gain efficiencies. Analyzes and resolves complex operational, systems-related and/or issues.
  • May be responsible for Compliance related reporting and analysis for FINRA and Firm policies and Private Placement approvals.
  • May consult with various internal and external relationships around investment strategy, performance, new solutions, and market developments based on their deep understanding of client/prospect/consultant needs and challenges.

CANDIDATE

  • Proactive and driven
  • Collaborative
  • Highly responsive
  • Accountable

REQUIRED QUALIFICATIONS

  • 2+ years of institutional quality sales support, equivalent relationship management support, or a combination of both
  • Series 7, 63 and SIE Licenses (May be obtained once hired)

PREFERRED QUALIFICATIONS

  • Ability to work effectively, as well as independently, in a team environment
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong project management skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of CRM projects, tools, and systems
  • Strong presentation skills
  • A BS/BA degree or higher

OTHER DESIRED QUALIFICATIONS

  • Knowledge and understanding of the institutional industry and products.
  • Knowledge and understanding of revenue driven goals and their implications.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Experience implementing solutions on behalf of the customer, improving productivity and customer satisfaction.
  • Ability to work flexible hours when needed.

#LI-CD1

#LI-Hybrid

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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