Asset-Management Client & Sales Specialist

Our client, a globally leading asset manager, is looking to recruit a Client & Sales Associate to support the firm’s distribution efforts across the institutional and wholesale channels.

The Client & Sales Associate will be responsible for the following:

• Assist Sales Managers in coordinating and producing high-quality presentations for new business pitches and research meetings.
• Be the main point of contact for inbound queries from clients & prospects, ensuring to respond and follow up promptly.
• Ensure that all new agreements/updates are completed promptly.
• Source sales support and client service documents (e.g. factsheets, RFPs, presentations, reports) from relevant internal teams.
• Update Salesforce to log client and prospect information.

The Client & Sales Associate will require the following skill set:

• Strong experience working within a similar Sales Support/Client Service/Investor Relations role within asset management.
• Understanding of institutional and/or wholesale market.
• IMC qualified or equivalent is preferred.
• Knowledge of Salesforce would be beneficial.

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