Client Engagement & Growth Specialist

Artisan Partners; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Artisan Partners is seeking a Client Relationship Associate to own the EMsights Capital Group client experience from onboarding through the lifecycle. You will partner with the Business Leader on engagement, renewals, and business development, using CRM analytics and digital platforms to deliver value.

The role requires a proactive, commercially minded individual with 3-5 years in client service/relationship/onboarding within investment management, and FINRA Series 7 & 63 licenses.

Qualifications

• Strong analytical skills and attention to detail.
• 3-5 years of experience in a client service/relationship/onboarding role within investment management.
• Demonstrated ability to build trusted relationships and partnerships with clients and internal stakeholders.
• Interest in financial markets and global developments.
• FINRA Series 7 and 63 licenses required.

Responsibilities

• Manage the client experience from prospect onboarding through the client lifecycle, ensuring a consistent, high-quality experience.
• Proactively manage client renewal processes and coordinate contract terms with internal stakeholders.
• Build and maintain strong relationships with key client contacts and users across assigned accounts.
• Conduct regular client check-ins and strategic reviews to understand priorities and reinforce value.
• Monitor client engagement and usage data to identify trends, risks, and opportunities for deeper engagement.
• Develop proactive engagement plans for accounts showing reduced activity or retention risk.
• Share investment content and market insights to maintain ongoing client engagement.
• Promote webinars and events that provide clients with timely access to insights and team perspectives.
• Collaborate on contact management and sales enablement activities to support business development.
• Identify opportunities to introduce premium solutions or expanded offerings aligned with client objectives.
• Coordinate internal follow-up to ensure timely resolution of client needs.
• Maintain clear account notes, engagement plans, and follow-up in the CRM.
• Prepare client engagement summaries to support leadership discussions.
• Support targeted outreach to strengthen engagement and business development.

Skills

CRM systems

Analytical skills

Relationship building

Client onboarding

Financial markets interest

Communication skills

Cross-functional collaboration

Data interpretation

Education

FINRA Series 7 & 63 licenses

Job description

Artisan Partners is seeking a Client Relationship Associate to own the EMsights Capital Group client experience from onboarding through the lifecycle. You will partner with the Business Leader on engagement, renewals, and business development, using CRM analytics and digital platforms to deliver value.

The role requires a proactive, commercially minded individual with 3-5 years in client service/relationship/onboarding within investment management, and FINRA Series 7 & 63 licenses.