Client Relationship Associate

2 weeks ago


Menomonee Falls, Wisconsin, United States Allspring Global Investments Full time
About Allspring Global Investments

We are a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.

Job Summary

We are seeking an Institutional Client Relationship Associate to support our client-facing team in the Institutional Client Group (ICG) Central Region. This role will partner with sales, portfolio managers, and other internal stakeholders to provide support for current client relationships and help identify new business opportunities.

Key Responsibilities
  • Partner with sales and portfolio managers to support client relationships and identify new business opportunities.
  • Prepare portfolio performance and competitive analyses to inform investment decisions.
  • Research product or service information to identify additional investment strategies of interest to clients.
  • Support the tracking of sales and client support activities in Salesforce.
  • Spearhead projects to streamline processes and procedures, and analyze and resolve complex operational issues.
Requirements
  • 2+ years of institutional quality sales support or equivalent relationship management support experience.
  • Series 7, 63, and SIE licenses (may be obtained once hired).
Preferred Qualifications
  • Ability to work effectively 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.
About Us

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.



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