Client Relations Associate - Financial Services & Reporting

Man Group; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive holiday entitlements

Pension/401k

Life and long-term disability coverage

Private medical coverage

Discounted gym membership

Pet insurance

Job summary

Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree and at least 2 years of relevant experience in a financial services environment.

Offering a competitive salary range of $80,000 - $110,000 USD, along with extensive benefits, including flexible working arrangements and opportunities for professional development.

Qualifications

• 2+ years of experience in sales, investor relations, or investment operations role in a financial services firm.
• Ability to develop strong working relationships with clients and internal stakeholders.
• Interest in active alternative asset classes, including public equity and fixed income.

Responsibilities

• Serve as a dedicated point of contact for client inquiries.
• Maintain CRM system with client records and reporting to senior management.
• Coordinate client onboarding and manage investor transactions.

Skills

Strong organizational skills

Time management

Client relationship development

Advanced Microsoft skills

Salesforce familiarity

Education

Bachelor’s degree

Tools

Salesforce

MMD

Job description

Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree and at least 2 years of relevant experience in a financial services environment.

Offering a competitive salary range of $80,000 - $110,000 USD, along with extensive benefits, including flexible working arrangements and opportunities for professional development.