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.
-
Client Relations Specialist
2 weeks ago
New York, New York, United States ABC Imaging Full timeJob Title: Client Relations Specialist/ManagerABC Imaging, a global Printing and Media company, is seeking a highly skilled Client Relations Specialist/Manager to join our team in New York. As a key member of our team, you will be responsible for providing exceptional service to our clients' creative staff.Key Responsibilities:Work closely with technical and...
-
Client Relations Specialist
5 days ago
New York, New York, United States ABC Imaging Full timeJob Title: Client Relations Specialist/ManagerABC Imaging is a global Printing and Media company, providing One Stop Visual Solutions to the Fortune 500 Companies worldwide. Locations in USA, London, Dubai and Shanghai.Job Summary:We are seeking a highly skilled Client Relations Specialist/Manager to join our team at our New York location. The ideal...
-
Client Relations Specialist
4 weeks ago
New York, New York, United States ABC Imaging Full timeJob Title: Client Relations Specialist/ManagerABC Imaging is a global Printing and Media company, providing One Stop Visual Solutions to the Fortune 500 Companies worldwide.Locations in USA, London, Dubai and Shanghai. One Stop Solution.Job Description:We are seeking an experienced Client Relations Specialist/Manager to join our team at our New York...
-
Client Relations Specialist
2 weeks ago
New York, New York, United States ABC Imaging Full timeJob Title: Client Relations Specialist/ManagerABC Imaging is a global Printing and Media company, providing One Stop Visual Solutions to the Fortune 500 Companies worldwide.Locations in USA, London, Dubai and Shanghai. One Stop Solution.Job Description:We are seeking a highly skilled Client Relations Specialist/Manager to join our team at our New York...
-
Client Relations Specialist
4 days ago
New York, New York, United States Guidant Financial Full timeAbout Guidant FinancialGuidant Financial is a growing and stable company that offers innovative funding solutions and cutting-edge technology to help entrepreneurs start and grow their small businesses.Our purpose goes beyond supporting entrepreneurs – we want our employees to feel empowered to make an impact on our clients and their careers.The RoleWe are...
-
Client Relations Specialist
2 months ago
New York, New York, United States Cerity Partners Full timePosition OverviewLocationNew York, NYEmployment TypeFull TimeEducation RequirementBachelor's Degree PreferredCompensation$65,000 - $75,000Job CategoryFinanceThe Client Relations Specialist will play a vital role within the organization, delivering support through various tasks focused on communication and organization. This position requires interaction with...
-
Client Relations Specialist
2 months ago
New York, New York, United States Cerity Partners Full timePosition OverviewLocationNew York, NYEmployment TypeFull TimeEducation RequirementBachelor's Degree PreferredCompensation$65,000 - $75,000SectorFinanceThe Client Engagement Coordinator plays a vital role within our organization, delivering exceptional support through various organizational and communicative tasks. This position involves interacting with a...
-
New York, New York, United States Trust Relations Full timeJob Title: Freelance Public Relations Account ManagerTrust Relations is seeking a highly skilled Freelance Public Relations Account Manager to join our dynamic team. As a remote contractor, you will be responsible for executing innovative publicity campaigns in the consumer lifestyle space, including consumer brands, fashion, luxury, travel, food, and...
-
Freelance Public Relations Account Manager
4 weeks ago
New York, New York, United States Trust Relations Full timeJob Title: Freelance Public Relations Account ManagerJob SummaryTrust Relations is seeking a highly skilled Freelance Public Relations Account Manager to join our dynamic team. As a key member of our team, you will be responsible for executing innovative publicity campaigns in the consumer lifestyle space, including consumer brands, fashion, luxury, travel,...
-
Client Relations Specialist
3 weeks ago
New York, New York, United States HMG Plus Inc Full timeThe OpportunityWe are seeking a highly motivated and organized Client Relations Associate to join our team at HMG+, a leading event staffing and hospitality recruitment firm in New York. As a Client Relations Associate, you will play a critical role in managing client event schedules, ensuring seamless communication, and upholding our high standards of...
-
New York, New York, United States Trust Relations Full timeJob Title: Freelance Public Relations Senior Account ExecutiveTrust Relations is seeking a highly skilled Freelance Public Relations Senior Account Executive to join our dynamic team. As a remote Freelancer (1099 contractor), you will be responsible for executing innovative publicity campaigns in the consumer lifestyle space, including consumer brands,...
-
New York, New York, United States Trust Relations Full timeJob Title: Senior Account ExecutiveWe are seeking a highly skilled and experienced Senior Account Executive to join our dynamic team at Trust Relations. As a Senior Account Executive, you will be responsible for executing innovative publicity campaigns in the consumer lifestyle space, including consumer brands, fashion, luxury, travel, food, and home.Key...
-
Client Relations Specialist
4 days ago
New York, New York, United States Man Group plc Full timeJob SummaryWe 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 ResponsibilitiesServe as a dedicated point of contact for all day-to-day client inquiries, providing timely and accurate...
-
Client Relations Specialist
21 hours ago
New York, New York, United States SwimJim, Inc. Full timeJob OverviewSwimJim, Inc. is seeking a highly skilled Client Relations Professional to join our team. This role will be responsible for providing exceptional client service, ensuring seamless communication, and maintaining a high level of customer satisfaction.The ideal candidate will possess excellent telephone skills, superb written and verbal...
-
Client Relations Specialist
2 months ago
New York, New York, United States KDS Strategic Search Group Full timeExciting Opportunity in Wealth ManagementWe are seeking a dedicated Client Services Associate to become a vital part of a leading Wealth Management Group specializing in high-net-worth clientele. This role is designed for individuals who excel in client interaction and possess a strong financial services background.Position Overview:The ideal candidate will...
-
Seasonal Client Relations Specialist
4 days ago
New York, New York, United States Hermès Full timeAbout the RoleThe Client Relations Coordinator is a key member of the Client Relations team, responsible for providing exceptional customer service and support to clients through various communication channels.Key ResponsibilitiesRespond to client inquiries and resolve issues in a timely and professional mannerProvide product knowledge and information to...
-
Seasonal Client Relations Specialist
2 weeks ago
New York, New York, United States Hermès Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Seasonal Client Relations Coordinator to join our team. As a key member of our Client Relations team, you will be responsible for providing exceptional customer service to our clients through phone, email, and live chat inquiries.Key Responsibilities:Answer phone, email, and live chat...
-
Client Relations Associate
4 days ago
New York, New York, United States HMG Plus Inc Full timeClient Relations AssociateHMG+ is seeking a highly skilled Client Relations Associate to join our team. As a key member of our client-facing team, you will be responsible for managing client event schedules, communicating with clients, and ensuring seamless event execution.Key Responsibilities:Manage client event schedules and communicate with clients to...
-
Client Relations Associate
4 days ago
New York, New York, United States HMG Plus - New York Full timeClient Relations AssociateWe are seeking a highly organized and communicative Client Relations Associate to join our team at HMG Plus - New York. As a key member of our team, you will be responsible for managing client event schedules, handling client communication, and ensuring seamless event execution.ResponsibilitiesManage client event schedules and...
-
Client Relations Associate
3 days ago
New York, New York, United States Class Action Capital Recovery LLC Full timeJob OverviewClass Action Capital Recovery LLC is seeking a highly motivated and results-driven Sales and Client Management Professional to join our Client Relations Department. As a key member of our team, you will play a critical role in refining our client management process by supporting the Client Relations team.The primary responsibilities of this role...