Client Relations Associate for Institutional Growth

Hirebridge; Bridgewater (MA); On-site; USD 85,000 - 95,000; Full time

Job summary

Harding Loevner seeks a Client Relations Associate to join its Client Relations team, focused on managing and expanding relationships with financial intermediaries and institutional investors.

You will support senior professionals, engage with RIAs, consultants, banks, and institutional clients, contribute to business development, and gain exposure to the firm’s investment strategies while delivering a high-quality client experience.

Qualifications

• Bachelor’s degree is required.
• 2–5 years in business development, client service, sales support, or another client-facing role within asset management or financial services.
• Interest in investment markets with ability to discuss strategies and portfolio positioning with clients and prospects.
• Strong communication, presentation, and interpersonal skills.
• Willingness to travel typically less than 10%; Series 7 and 63 licenses preferred or willingness to obtain; CFA designation a plus.

Responsibilities

• Participate in client and prospect calls, meetings, and follow-up activities.
• Conduct proactive outreach to service existing clients with recent engagement gaps.
• Prepare presentations, reports, and analyses to support business development strategy.
• Maintain accurate client records within the CRM system.
• Collaborate with cross-functional teams including investment communications, marketing, research, legal & compliance, and operations.
• Communicate Harding Loevner’s investment philosophy, process, and strategy performance to clients and prospects.
• Contribute to data management, operational efficiency, and sales process improvements.
• Represent the firm with professionalism, integrity, and transparency.

Skills

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor’s degree

Job description

Harding Loevner seeks a Client Relations Associate to join its Client Relations team, focused on managing and expanding relationships with financial intermediaries and institutional investors.

You will support senior professionals, engage with RIAs, consultants, banks, and institutional clients, contribute to business development, and gain exposure to the firm’s investment strategies while delivering a high-quality client experience.