Client Relationship Associate Job Description

Client Relationship Associate Job Description

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Client relationship associate provides tax support to clientele, including sensitive Prime Brokerage and High Net Worth clientele with high-volume, complex portfolios.

Client Relationship Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Align actions to customer needs, identify customer needs through financial need analysis / investment profile review, and offer differentiated solutions of banking and wealth management products / services in line with customers’ changing profile and needs
Serving as the primary point of contact for existing clients within GSAM and attending to their needs and requests
Maintaining and developing relationships with clients with the objective of understanding and helping to address their individual investment needs
Liaising with the various GSAM stakeholders on behalf of our clients, including portfolio management (Fixed Income & Currency, Fundamental Equity, Quantitative Investment Strategies, Alternative Investments), other areas such as legal, compliance, operations, marketing, risk & performance as relevant
Resolving day-to-day client inquiries and managing the execution of client and internal projects
Preparing and attending portfolio review meetings and other client meetings
Managing account changes to existing mandates
Coordinating client reporting and communication of product updates and marketing materials to clients
Managing and responding to day to day client inquiries
Escalating any sensitive issues or requests

Client Relationship Associate Qualifications

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

Licensing or Certifications for Client Relationship Associate

List any licenses or certifications required by the position: PMI, ITIL

Education for Client Relationship Associate

Typically a job would require a certain level of education.

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

Skills for Client Relationship Associate

Desired skills for client relationship associate include:

Loan portfolios
Provisions and administration
Group Insurance terms
in the high-net-worth space
Trust business
Wealth management
Related fields
Computers and work flow organization
Full service brokerage
Loss prevention and follow all policies and procedures

Desired experience for client relationship associate includes:

Answers all incoming Financial Advisors' phone calls and handles as appropriate
May schedule client appointments and/or conference room for appointments
You will have direct ownership of a number of our existing client relationships and serve as the primary contact within GSAM on their investments
Proactively service our clients to provide resolution to a broad range of investment-related queries
Develop relationships and work closely with internal stakeholders on behalf of clients, including portfolio management, legal, compliance, operations and reporting teams
Manage guideline and other contract changes to existing mandates within the organization

Client Relationship Associate Examples

1

Client Relationship Associate Job Description

Job Description Example
Our company is hiring for a client relationship associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship associate
  • Keep up-to-date on GSAM’s investment strategies
  • Liaise with capital management companies (Kapitalverwaltungsgesellschaften) and custodians regarding German separate account business (Spezial-AIFs)
  • Work with and support senior sales people and client relationship managers to provide the best possible experience for our clients
  • You will have responsibility for a number of our existing client relationships and serve as the primary contact within GSAM on their investments
  • Fostering a career within a leading financial institution
  • You will have direct ownership of certain of our existing client relationships and serve as the primary contact within GSAM on their investments
  • Proactively service our clients to provide resolution to a broad range of investment-related and operational queries
  • Support a portfolio of clients with an annual turnover up to $350M
  • Target the generation of new opportunities from existing and new to bank clients
  • Drive superior client outcomes
Qualifications for client relationship associate
  • Preference for a working knowledge of German legal and regulatory framework for managing separate accounts (Spezial-AIFs) and experience in working with Kapitalverwaltungsgesellschaften
  • General knowledge of the market and of the different products and capabilities the business has to offer
  • Dedication and a capacity to negotiate with upper management, both with people from the business and on the client side
  • Ambitious, motivated and have the drive to succeed
  • Strong Excell skills, VBA, SQL
  • Preference for a working knowledge of legal and regulatory framework for managing separate accounts
2

Client Relationship Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client relationship associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client relationship associate
  • Participate in regular reviews of BAU service quality
  • Assist with complaint investigation and resolution when volumes require it
  • Develop a thorough working knowledge of TPA and become a referral SME
  • Interaction directly with clients in historic circumstances or complaint cases
  • Manage time sensitive queries – dealing cut offs
  • Work though and manage queue referrals from TPA in a timely manner
  • Manage team inbox, ensuring all queries are responded to within 24hrs and emails are forwarded on to relevant teams where appropriate
  • Trend analysis and feedback
  • Identify, act on and minimize risks within the business
  • Coordination, prioritization & briefing for related projects that will impact Servicing teams at the TPA
Qualifications for client relationship associate
  • Understands compliance regulations including the client complaint process and correspondence policies
  • Considerate of colleagues
  • Liaison with other internal & external vendors GTI
  • Maintenance and development for Investor and Intermediaries corporate website FAQ
  • Be aware and adhere to TCF and Regulations
  • Adaptable with ability to multi-task
3

Client Relationship Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a client relationship associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relationship associate
  • Build strong customer relationships and deliver customer-focused solutions to exceed customer expectations and increase the share of customers' wallets
  • Increase product utilization and penetration by proactively updating customers on the latest product / market information and their account status
  • Accountable for financial performance, asset quality and total client return of the portfolio
  • Responsible for establishing the commercial rationale for existing and new transactions
  • Responsible for the risk quality of the portfolio & obtaining pricing approvals
  • May relieve, act as delegate for Client Relationship Director, as appropriate
  • Coach and mentor team members to build a high performing team and actively manage performance
  • Own the relationship and interaction for of the firms four businesses
  • Partner with Middle Office and Operations in the identification and delivery of productivity and efficiency opportunities by influencing clients to modify their operating environment to adhere to industry / market standards/ technology
  • Overall objectives are to address client issues
Qualifications for client relationship associate
  • Strong sense of responsibility & ownership
  • Strong client service experience in futures or derivatives
  • Good knowledge of both local and overseas market trends and competitor activities, and capacity to understand the threats and opportunities created for the private banking business
  • Relevant domestic experience within corporate banking
  • Advanced understanding of Risk policies, including Credit Risk, Operational Risk etc
  • Strong ability to understand and interpret economic and market factors
4

Client Relationship Associate Job Description

Job Description Example
Our company is hiring for a client relationship associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship associate
  • Participate in Cross – Product service reviews with clients and internal operational managers
  • Ensure that JPM’s Operational ranking with our clients becomes and remains industry leading
  • Follow up on internal queries, on behalf of clients, working in partnership with stakeholders across several operational business lines
  • Create metrics to provide transparency for management on areas which may need improvement
  • Serve as the voice of the client and enable strategic development of client servicing model across markets and post trade functions
  • Focus on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm’s mission and goals
  • As appropriate, re-direct requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants (service matters not handled by Customer Service Center, escalated billing, claim issues, lapse/reinstatement tracking)
  • Attends and participates in all mandatory training, meetings
  • New Client Introduction – Introducing new clients to our platform
  • The Business Development and Client Relationship team (“Team”) of Mercer HK Wealth business is responsible and accountable for delivering revenue for Mercer HK Wealth business, covering all investments and pensions matters
Qualifications for client relationship associate
  • A strong understanding of financial products and services
  • Strong understanding of the legal and regulatory environment of the business
  • Strategic perspective on markets and impact on portfolio
  • Advanced ability to understand complex proposals and provide solutions
  • Adaptable with ability to mulit-task
  • Previous experience in supporting a team of advertising / marketing professionals
5

Client Relationship Associate Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client relationship associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship associate
  • Collaborate with other lines of business of Mercer HK, including Health (employee benefits and broking, etc) and Career (talents and rewards strategies), to promote well rounded solutions across Health, Wealth and Career
  • Lead new account onboarding and ongoing account maintenance (opening new accounts, managing transactions, address changes)
  • Work closely with senior team members to manage, enhance, develop and retain existing client relationships and ensure all client needs are met
  • Work with senior team members to develop and execute a strategic plan for each client, which outlines a service plan and specific deliverables
  • Build and develop relationships with existing institutional clients with the goal to independently interact and manage own relationships
  • Ensure all reoccurring and bespoke client requests, including all reporting deliverables, are met on a timely basis
  • Coordinate ongoing client account maintenance items
  • Partner with Portfolio / Product Manager(s) to prepare and review materials for portfolio review meetings
  • Build and manage an industry knowledge base by researching and staying current on industry publications and newspapers, client web sites, conference materials, consultant and other databases
  • Coordinate gifting activities including processing cash and in-kind gifts
Qualifications for client relationship associate
  • Ability to successfully direct multiple projects and ensure quality deliverables
  • Intellectual capacity and curiosity to enable structured and self directed learning
  • Proven ability in relationship management
  • Strong multi-tasking skills and time management are essential
  • Preference for 3-5 years of experience in a client-facing role (preferably at an asset manager)
  • Cross product knowledge (FX, Equities, Fixed Income, and Derivatives) is an advantage

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