Client Relations Associate
About The Position
The Client Relations Associate provides associate-level support to Man Group’s US Sales Team and serves as a dedicated point of contact for day-to-day client inquiries. The role supports client relationships and sales operations across the North American client base, including onboarding, reporting, client activity tracking, transactions, commercial agreements, and coordination of client-facing meetings and initiatives. The associate works with clients, prospects, the US Sales team, and internal stakeholders to support existing client needs and strategic initiatives. The position also coordinates reporting and sales-management processes, supports complex investor transactions, and collaborates with Man Compliance on client restrictions, trade error notifications, and side letter attestations.
Requirements
- Bachelor’s degree.
- At least 2 years of experience in a sales, investor relations, or investment operations-related role at a financial services firm.
- Excellent organization and time-management skills to succeed in a high-pressure, fast-paced environment.
- Ability to develop strong working relationships with clients, prospects, and people at all levels of the organization.
- Advanced Microsoft PowerPoint, Word, and Excel skills.
- Interest in active alternative asset classes, including systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures, private credit, and real estate.
Nice To Haves
- Familiarity with Salesforce, MMD, and other sales management tools.
Responsibilities
- Serve as a dedicated point of contact for day-to-day client inquiries.
- Maintain the CRM system with client records, activity, and pipeline; coordinate ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly or quarterly review packs.
- Support the US Sales team on projects affecting the existing client base and work with internal stakeholders on strategic initiatives to improve team effectiveness.
- Manage client onboarding by providing support and direction for complex investor transactions.
- Coordinate prospect and 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 North American clients.
- Direct the ongoing client subscription and redemption process, ensuring flows are communicated accurately and promptly.
- Organize new commercial agreements and maintain existing agreements, including intermediary, rebate, platform, and custody agreements.
- Coordinate client restriction-list implementation, trade error notifications, and side letter attestations with the Man Compliance team.
Benefits
- Discretionary bonus.
- Professional development opportunities.
- Flexible working arrangements.
- Two annual paid 'Mankind' days for community volunteering.
- Competitive holiday entitlements.
- Pension/401(k).
- Life and long-term disability coverage.
- Group sick pay.
- Enhanced parental leave.
- Long-service leave.
- Depending on location, private medical coverage, discounted gym membership options, and pet insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
