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Client & Sales Associate

Mason Blake

London

On-site

GBP 30,000 - 60,000

Full time

30+ days ago

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Qualifications

  • Experience in Sales Support or Client Service within asset management.
  • IMC qualified or equivalent preferred.

Responsibilities

  • Assist Sales Managers with presentations for business pitches.
  • Serve as the main contact for client inquiries and follow-ups.
  • Update Salesforce with client and prospect information.

Skills

Sales Support Experience
Client Service Skills
Investor Relations Knowledge
Understanding of Institutional Market
Salesforce Knowledge

Education

IMC Qualification or Equivalent

Tools

Salesforce
Job description

Our client, a globally leading asset manager, is looking to recruit a Client & Sales Associate to support the firm’s distribution efforts across the institutional and wholesale channels.

The Client & Sales Associate will be responsible for the following:

  • Assist Sales Managers in coordinating and producing high-quality presentations for new business pitches and research meetings.
  • Be the main point of contact for inbound queries from clients & prospects, ensuring to respond and follow up promptly.
  • Ensure that all new agreements/updates are completed promptly.
  • Source sales support and client service documents (e.g. factsheets, RFPs, presentations, reports) from relevant internal teams.
  • Update Salesforce to log client and prospect information.

The Client & Sales Associate will require the following skill set:

  • Strong experience working within a similar Sales Support/Client Service/Investor Relations role within asset management.
  • Understanding of institutional and/or wholesale market.
  • IMC qualified or equivalent is preferred.
  • Knowledge of Salesforce would be beneficial.
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