Institutional Client Relationship Associate – West
About The Position
We have an opening for an Institutional Client Relationship Associate with our Institutional Client Group (ICG) West Region. Allspring’s Institutional Client Group works primarily with corporate and public retirement plans, pensions, endowments and foundations. This position supports our Client Relationship Directors and the clients and prospects they serve, with key functions and goals related to sales and prospecting, client and prospect related projects, client events and marketing support, broad relationship management needs, reporting and documentation. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Requirements
- Series 7, 63 and SIE Licenses (may be obtained once hired)
Nice To Haves
- 2+ years of institutional quality sales support, equivalent relationship management support, or a combination of both
- Ability to work effectively, as well as independently, 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
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Knowledge and understanding of CRM projects, tools, and systems
- Strong presentation skills
- A BS/BA degree or higher
- Knowledge and understanding of the institutional industry and products
- Knowledge and understanding of revenue driven goals and their implications
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Experience implementing solutions on behalf of the customer, improving productivity and customer satisfaction
- Ability to work flexible hours when needed
Responsibilities
- Partnering with sales, portfolio managers, product specialists and/or client relations staff and other key internal stakeholders for all support activities for current client and prospect relationships.
- Working hand in hand with the Request for Proposal (RFP) Team, Portfolio Management, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFPs and questionnaires, and related reviews and approvals.
- Preparing portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors regarding investment teams, products, and/or market segments to target and pursue new opportunities.
- Researching product or service information of clients/prospects and identifying additional investment strategies of interest.
- Supporting the tracking of sales, client support and marketing activities in Salesforce, and supporting the Distribution COO in gathering and reporting of client and prospect facing activity and results.
- Spearheading projects, including identifying resources, establishing time frames and managing to milestones and communicating and coordinating across various internal parties.
- Identifying opportunities to streamline processes and procedures to gain efficiencies. Analyze and resolve complex operational, systems-related and/or other types of issues.
- Consult with various internal and external relationships around investment strategy, performance, new solutions, and market developments based on their deep understanding of client/prospect/consultant needs and challenges.
- May be responsible for Compliance related reporting and analysis for FINRA and Firm policies and Private Placement approvals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
