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A global leader specializing in diversified investment management solutions.
As a core member of the distribution support team, you will act as the primary liaison between internal stakeholders and institutional clients. Your mission is to ensure seamless service delivery and provide comprehensive administrative backing to the sales force.
Sales Enablement: Provide dedicated operational support to the sales team to facilitate client acquisition and retention.
Client Inquiry Management: Serve as the first point of contact for client requests, ensuring timely and accurate resolution of all service-related matters.
Onboarding Coordination: Manage the end-to-end documentation process for new client accounts, ensuring compliance with internal standards.
Reporting & Communication: Prepare and distribute regular investment reports, fund updates, and marketing materials to the client base.
Database Integrity: Maintain and update CRM systems to ensure all client interactions and data are accurately captured.
Cross-Functional Collaboration: Work closely with investment, legal, and operations teams to streamline the client experience.
Industry Expertise: Proven experience within asset management or financial services, specifically in a client-facing or sales support capacity.
Product Knowledge: A solid understanding of investment vehicles and the regulatory environment governing the industry.
Communication Skills: Exceptional verbal and written proficiency, with the ability to articulate complex information clearly.
Detail Orientation: High level of accuracy in managing documentation and handling sensitive financial data.
Technical Proficiency: Skilled in using CRM software (such as Salesforce) and the Microsoft Office Suite.
Adaptability: Ability to thrive in a fast-paced environment and manage multiple competing priorities effectively.
To apply online please use the apply function.(EA: 94C3609/ R24124496)
Job ID: 146600779
