Client Relations Associate

Man Group

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field
  • 2+ years in sales, investor relations, or investment operations
  • Strong organizational and time management skills
  • Ability to build client relationships
  • Proficiency in Microsoft Office, particularly PowerPoint, Word, and Excel
  • Familiarity with Salesforce and other sales management tools

Responsibilities

  • Serve as the primary contact for client inquiries
  • Maintain client records within the CRM system
  • Support the sales team on projects involving existing clients
  • Manage complex investor transactions during onboarding
  • Coordinate client portfolio reviews and meetings
  • Deliver customized reporting to North American clients
  • Ensure accurate communication of client subscription and redemption processes

Benefits

  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Paid time off and holidays
  • Professional development opportunities
  • Discretionary bonus based on performance
Full Job Description
To provide associate level support for the US Sales Team. Specific Responsibilities - Serve as a dedicated point of contact for all day-to-day client inquiries - Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs - Support the US Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team - Manage client onboarding process by providing support and direction for complex investor transactions - Coordinate prospect/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 our North American client base - Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner - Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.) - Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team Key Competencies - Interest across the spectrum of active alternative asset classes, including both systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures, private credit, and real estate - Bachelor's degree and 2+ years of experience in a sales, investor relations or investment operations related role in a financial services firm - Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment - Ability to develop strong-working relationships with clients, prospects and with individuals at all levels of the Man organization - Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MMD and other sales management tools a plus The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range $80,000-$110,000 USD

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