Client Relations Specialist
4 weeks ago
We are seeking a highly skilled Client Relations Associate to join our US Wealth sales team. As a key member of our team, you will provide exceptional support to our clients, ensuring their needs are met and exceeded.
Key Responsibilities- Act as a dedicated point of contact for all client inquiries, providing timely and accurate responses.
- Maintain accurate client records, activity, and pipeline in our CRM system.
- Coordinate ad-hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs.
- Support the US Institutional Sales team on projects impacting existing clients and work with internal stakeholders on strategic initiatives.
- Manage the client onboarding process, providing support and direction for complex investor transactions.
- Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences, and client update calls.
- Deliver customized, standardized, and ad-hoc reporting to our North American client base.
- Direct ongoing client subscription and redemption processes, ensuring timely and accurate communication.
- Organize and implement new commercial agreements and maintain ongoing agreements (Intermediary, Rebate, Platform, Custody agreements, etc.).
- Coordinate client restriction list implementation, trade error notification, and side letter attestation process in conjunction with Man Compliance team.
- Interest in active alternative asset classes, including systematic and discretionary public equity and fixed income, managed futures, private credit, and real estate.
- Bachelor's degree and 2+ years of experience in sales, investor relations, or investment operations in a financial services firm.
- Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment.
- Ability to develop strong-working relationships with clients, prospects, and individuals at all levels of the Man organization.
- Advanced Microsoft skills (PowerPoint, Word, and Excel). Familiarity with Salesforce, MMD, and other sales management tools a plus.
We offer a competitive salary range of $90,000-$110,000, plus benefits and a discretionary bonus. We are committed to equal opportunities and believe that a diverse workforce is critical to our success. We offer a comprehensive benefits package, including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave, and long-service leave. Additional benefits may include private medical coverage, discounted gym membership, and wellbeing programs.
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