Sales Support Coordinator

Gillespie And Partners Ltd; Greater London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading asset management firm in Greater London is looking for an experienced Sales & Client Service Professional to support the global distribution team. This role involves managing client relationships, assisting in new business development, and maintaining Salesforce CRM. The ideal candidate will have an undergraduate degree, experience in financial services, and strong communication skills. This position offers a chance to work in a dynamic environment and be part of the EMEA expansion efforts.

Qualifications

• Undergraduate degree and experience working at another financial institution required.
• Prior institutional marketing and client service desired.
• Strong verbal and written communication skills.
• Proficiency in MS Office and experience with Salesforce are a plus.

Responsibilities

• Support the Directors of the EMEA business development team.
• Act as the liaison between Relationship Managers and marketing support.
• Assist in prospecting and targeting new clients.
• Maintain CRM database (Salesforce) with accurate documentation.
• Collect and communicate portfolio/market information to Relationship Managers.
• Prepare materials for client meetings and internal management meetings.

Skills

Organizational skills

Verbal communication

Written communication

Analytical skills

Problem-solving skills

Multitasking

Attention to detail

Self-motivated

Team collaboration

Education

Undergraduate degree

Tools

Salesforce

MS Office

Adobe Acrobat

Job description

Our client, a prestigious independent US asset manager, has an immediate opening for an experienced Sales & Client Service Professional for the global distribution team supporting our Europe, Middle East and Africa (EMEA) expansion.

Responsibilities

• Support the Directors of the EMEA business development team in all stages of the client journey, including oversight of prospect research through to new client on‑boarding.
• Act as the liaison between the Relationship Managers and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials.
• Assist in the prospecting and targeting of new clients including gathering data on them and monitoring industry publications/news to identify potential investors and new search activity.
• Maintain CRM database (Salesforce): ensure all mailing lists, contacts, pipelines, meetings and notes are properly documented and updated.
• Know the "ins and outs" of each client relationship; understand and oversee client reporting requirements from a firm perspective.
• Manage client fund flows and prospect searches from inception, which includes coordination with client, custodians, consultants and various internal departments.
• Collect and communicate portfolio/market information and client background to Relationship Managers in preparation for client/prospect/consultant meetings (i.e., attribution, presentations, portfolio updates, etc.).
• Facilitate communications amongst all internal teams including marketing, client reporting, distribution, legal, compliance, operations, and trading.
• Prepare materials for client meetings and internal management meetings.
• Assist in calendar management and meeting coordination.
• Manage roadshow coordination with visiting Portfolio Specialists and Investment staff.
• Handle all logistics planning and expense processing.

Qualifications

• Undergraduate degree and experience working at another financial institution required.
• Prior institutional marketing and client service desired.
• FCA approved status and/or the ability to become an "approved person".
• Superior ability to organize priorities and effectively multitask as necessary.
• High attention to detail to create error‑free work product in all aspects of the job, including marketing materials and client communications.
• Strong verbal and written communication skills with the ability to efficiently articulate ideas, pass along information and provide timely responses to clients.
• Ability to complete work in a timely manner - healthy "sense of urgency".
• Confidence and ability to communicate effectively with all department heads, including compliance/legal, operations, accounting, trading and marketing.
• Demonstrated analytical and problem‑solving skills.
• A strong work ethic and self‑motivated personality.
• Desire to contribute to the team, regardless of the type of work or time requirements.
• Willingness and ability to identify ways to add value beyond routine job responsibilities.
• Ability to anticipate potential scheduling/logistics problems and to plan accordingly.
• Ability to use technology and internet efficiently to fulfill research and marketing requests.
• Proficiency in MS Office (including Outlook, Word, Excel and PowerPoint) and Adobe Acrobat.
• Experience with Salesforce or other CRM a plus.