Client Associate
1 week ago
Reporting directly to the Head of EMEA Investor Services, the Client Associate will take responsibility for the following duties:
- Prepare and complete Request for Proposals (RFPs) and respond/update to DDQs, as required.
- Collate and produce communication/marketing materials; including presentations for internal and external meetings, welcome packs, etc.
- Proactively support the team by maintaining data, internal systems and client distribution lists.
- Assist with organising various events including annual meetings and quarterly webcasts.
- Actively contribute to broader projects across the department including projects centred around executing new initiatives.
The Client Associate will meet the following skillset:
- 3-5 years’ experience working in real estate investments or investment management.
- Experience in collating RFPs
- Experience working with CRM systems, Salesforce and/or SharePoint, would be desirable.
- The ability to build strong relationships both internally and externally.
- Client focused with the determination to exceed expectations
- Proactive and well-organised individual with strong analytical skills.
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