Client Relations Associate Job Description

Client Relations Associate Job Description

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Client relations associate provides tax compliance and advisory services to partnerships, corporations and other flow through entities in the financial services industry.

Client Relations Associate Duties & Responsibilities

To write an effective client relations associate job description, begin by listing detailed duties, responsibilities and expectations. We have included client relations associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Support the production and distribution of monthly/quarterly fund-level and client-level reports such as snap shots, quarterly and annual financial reports, investor statements, distribution notices, redemption requests, , co-investment reports, currency reports, board materials
Support the production and distribution of quarterly fund-level and client-level reports such as snap shots, quarterly and annual financial reports, investor statements, distribution notices, redemption requests, co-investment reports, currency reports, board materials
Maintains effective relationships across the organization including the business teams such as product, client services, GTS/Operations, IT Teams, Knowledge & Training, well as other support teams
Manage the electronic delivery of Form ADV, privacy policies and other legal and compliance mailings to Guggenheim Investments’ institutional clients
Project management for Client Relations, including coordination of weekly calls
Manage the planning, internal/external communications and execution of client webcasts and conference calls
Manage the electronic delivery of Form ADV, privacy policies and other legal and compliance mailings
Plan strategy for and execution of 40 annual conferences and 20 client events for the Institutional Distribution team
Lead the planning and implementation of Institutional Distribution's participation
Coordinate weekly calls

Client Relations Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Relations Associate

List any licenses or certifications required by the position: CFA, CTF, AML

Education for Client Relations Associate

Typically a job would require a certain level of education.

Employers hiring for the client relations associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Marketing, Communication, Economics, Computer Science, Education, Management, Business/Administration, Accounting

Skills for Client Relations Associate

Desired skills for client relations associate include:

Microsoft Office and PCs
Banking industry
Financial
Departments and other GrubHub company policies and procedures
Of the overall Financial Services industry
Products
Services
Excel
Outlook
Cash operations

Desired experience for client relations associate includes:

Create and update policies and procedures for the team
Manage client notifications inbox
Drive growth and profitability of each client's account
Strive to streamline operations and suggest changes when necessary
Act in a proactive manner
Develop and analyze sales budgets and suggest growth strategy

Client Relations Associate Examples

1

Client Relations Associate Job Description

Job Description Example
Our growing company is looking for a client relations associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations associate
  • Execute on requests from senior marketers (platform specialists / client portfolio managers) and collaborate with portfolio managers on outstanding issues
  • Act as central point of contact for 3rd party print vendors employed in the reporting process
  • Participate in Investment Committee meetings, business planning, budget review, investment pipeline discussions
  • Manage portfolio management and sales-oriented toolkits
  • Work with our finance team to complete fund level and client/consultant specific analysis, , cash flow analysis, distributable cash flow calculations, cost basis analysis, IRR analysis
  • Manage and execute the monthly and quarterly trade process
  • Provide exemplary service in combination with sound judgment, empathy, patience and balanced decision making skills, to resolve customer concerns quickly
  • Field customer contacts to the corporate office via phone, email, social media, and our Guest Voice portal and respond to all customer needs in a timely manner, within brand and departmental guidelines
  • Support the creation and update of all marketing collateral including marketing pitch book, investor welcome packages, product profiles and teasers, ad hoc materials
  • Respond to requests from senior marketers (product specialists), portfolio managers and the investment team
Qualifications for client relations associate
  • Work with product specialists to complete and/or review requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires(DDQ), quarterly/monthly client/consultant questionnaires and ad hoc requests
  • Assist with all client service duties associated with account maintenance
  • Work with our finance team to complete fund-level and client/consultant specific analysis (e.g., cash flow analysis, cost basis analysis, IRR analysis, investment experience attribution)
  • Support internal marketing efforts to JPMAM and GRA sales force - providing client relations and sales support
  • Verify all historical information (performance, characteristics, personnel, assets) residing on databases including product and firm specific narratives
  • Primary point of contact for firm and strategy level asset requests
2

Client Relations Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client relations associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relations associate
  • Identifying, assessing, managing and perhaps escalating high-level client requests where business may be at risk
  • Partnering with the rest of the Client Service team to proactively think of ways that that the company an enhance the overall client experience, increase efficiencies and provide best in class client service
  • Communicate with customers appropriately
  • Lead the organization of conferences and other special events
  • Manage the production of investor surveys, analytics and outreach
  • Oversee the production and distribution of quarterly fund-level reports, such as Snapshots and quarterly/annual reports
  • Oversee client-specific reporting such as distribution notices, investor statements
  • Respond to investor queries and lead client service duties associated with account maintenance
  • Work with the infrastructure finance team to complete fund-level and client/consultant specific analysis
  • Work with the infrastructure product development team on any compliance related activities
Qualifications for client relations associate
  • Knowledge of infrastructure and related industries experience would be a plus
  • Ability to handle and prioritize multiple tasks with a short deadline
  • Mature and flexible attitude
  • Ability to interact appropriately with investment professionals
  • Good judgment and interpersonal skills
  • Energetic, with strong interest in investment business
3

Client Relations Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a client relations associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations associate
  • Receives customer requests by telephone, e-mail, chat and web
  • Answers to customers on product and service related questions
  • Resolves level 2 product or service problems by clarifying the customer's complaint
  • Preparing document requests, due diligence questionnaires and presentations
  • Ensuring best-in-class accurate and timely support when booking, reconciling and summarizing capital activity (i.e., subscriptions, redemptions, transfers) liaising across internal teams and External Administrators
  • Collaborating closely with various teams throughout the organization, including accounting, engineering, risk, legal and compliance to assist with the development of client materials and analytics
  • Assisting with a variety of bespoke projects and process improvement initiatives
  • Understanding our firm’s mission and values product offerings in the Institutional and Retail market
  • Develop and maintain database of all marketing and presentation materials
  • Provide data and input for Service Level Agreement (SLA) Penalty claim discussions
Qualifications for client relations associate
  • Previous experience working with open or closed-end funds would be a plus
  • Team player with good detail and follow-up skills
  • Energetic and proactive in taking on additional responsibilities and projects
  • College degree (BA/BS) required, preferably with a Business/Finance background
  • Fluency in both English and Cantonese (spoken and written)
  • Minimum of 5-7 years’ experience with marketing, investor relations, operations and/or management
4

Client Relations Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client relations associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relations associate
  • Ensures the accurate ticket assessment against severity and impact for issues consistent with contractual obligations
  • As a point of escalation for all issues, coordinates technical and account management to develop solutions to issue resolution, project implementation and maintaining relationships
  • Email and telephone outreach and engagement to encourage the recognition of PTE Academic with several thousand universities and colleges in the USA, including identifying key contacts at each institution and customising email content and telephone/video presentations, where appropriate
  • Liaison with Marketing to design appropriate supporting email campaigns and establish webinars on relevant topics
  • Product and systems training for admissions teams at institutions which already recognise the test, with training conducted by video or telephone
  • Research key accounts and academics, producing summary reports for a team of Client Relations Managers who will visit priority institutions in the USA
  • Regular reporting to internal stakeholders of recognitions achieved versus targets
  • Occasional face-to-face meetings, where essential (whilst noting this is an ‘Inside Sales’ role and largely office based)
  • Other duties may be assigned, where appropriate
  • Track and support business development efforts
Qualifications for client relations associate
  • Strong multi-tasking, project management and time management skills
  • Knowledge of infrastructure investing would be a plus
  • Bachelor’s Degree in a Finance and/or a related field
  • Proven ability to prioritize and execute multiple workstreams while maintaining the highest quality standards
  • Have excellent oral and written business communication skills in English and Korean
  • Bachelor's Degree in Finance, Accounting or Economics with a 3.5 GPA or higher
5

Client Relations Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a client relations associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations associate
  • Regularly interact with clients
  • Respond to portfolio questions, and relay other time-sensitive issues to respective parties for resolution
  • Communicate clearly and professionally with clients who represent different levels of sophistication including corporate treasurers, CFO’s, administrators and compliance professionals
  • Support exceeding revenue goals by providing high quality service delivery and data in a timely manner, requiring strong level of analytical skills
  • Work closely with clients and relationship managers to produce ad hoc reports, utilizing various resources, including in-house and external reporting and portfolio management systems
  • Coordinate preparation and production of client meeting books and month end reporting
  • Responsible for client onboarding process and actively ensures compliance with the U.S .Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements policies and procedures
  • Work closely with Risk partners to ensure the onboarding requirements are being met, including customer due diligence, enhanced due diligence, and the high risk customer management programs
  • Ensure appropriate legal files are retained in house and maintains extensive client profile information
  • 35% Develop and maintain relationships with approximately 900 potential and current alumni travelers and friends for nearly 30 Travel/Study programs each year
Qualifications for client relations associate
  • Terrific communication skills for client interfacing
  • Ability to gain acceptance from others of a plan or idea and achieve a mutually beneficial outcome
  • Must possess excellent English communications skills required, both verbally and in writing
  • Must have relevant experience in talking to clients directly or equivalent external experience
  • Must be willing to work in U.S. business hours
  • University degree specializing in Economics, Business or Finance

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