Client Engagement Associate
About The Position
The Client Engagement Associate is a member of the National Accounts team and supports the sales and business management efforts of National Account Managers and the Head of National Accounts. The role includes client research, preparing for and following up on client meetings, managing service requests, maintaining the sales pipeline, and supporting account and opportunity management. Initially, the associate focuses on supporting assigned National Account Managers; as they develop in the role, responsibilities expand to include direct client engagement and leading client calls and meetings. The associate is one of four Client Engagement Associates supporting five National Account Managers and the Head of National Accounts. Associates have significant autonomy while collaborating with one another to provide seamless coverage. The role involves contact with external clients and prospects and close partnership with internal teams, including Field Sales, Marketing, Distribution Intelligence, Legal/Compliance, Investments, RFP, and Operations. The position reports to the Head of National Accounts. It is a hybrid opportunity based in the Chicago or Boston office, with relatively light travel expected, approximately three times per year.
Requirements
- Bachelor’s degree required.
- FINRA Series 7 and 63 licenses.
- Professional demeanor and a strong client-first orientation.
- Detail-oriented, with the ability to manage multiple priorities and meet deadlines.
- Excellent organizational, communication, and interpersonal skills.
- Collaborative team player with a positive attitude and adaptability to thrive in a growing firm.
- Intellectually curious and committed to continuous learning through independent development and formal training.
- Sound judgment, integrity, and accountability, including willingness to acknowledge and learn from mistakes.
- Technologically proficient, with advanced Microsoft Excel and PowerPoint skills and familiarity with ChatGPT.
- Willingness to travel approximately three times per year.
Nice To Haves
- One to two years of experience in the asset management industry preferred.
- Experience with Salesforce is a plus.
Responsibilities
- Support National Account Managers and the Head of National Accounts with account and opportunity management planning, sales, and service efforts.
- Conduct client research and operational tasks.
- Support the tactical execution of defined Sales, Marketing, and coordinated engagement campaigns.
- Assist with preparing client reports and meeting materials.
- Maintain data quality and sales pipeline hygiene.
- Provide general organizational support based on client needs or defined requests.
- Coordinate internal resources for activities such as competitive analysis, RFPs/RFIs/due diligence questionnaires, and conference and sponsorship planning.
- Prepare for and follow up on client meetings, manage service requests, and, as experience grows, engage directly with clients and lead client calls and meetings.
- Collaborate with fellow associates to provide coverage when a team member is out of the office.
- Partner with internal teams in support of the firm’s growth and relationship-management priorities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
