Client Relationship Associate

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

The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is responsible for strengthening relationships through proactive engagement, tailored interactions, and consistent delivery of value. The Associate will also work directly with the Business Leader on contact management and sales enablement initiatives that contribute to business growth.

The ideal candidate is proactive, commercially minded, and relationship-oriented, with the ability to use CRM systems, analytics, and digital platforms to understand client engagement, anticipate needs, and deliver an exceptional client experience.

Responsibilities

The candidate is expected to:

• Manage the client experience from prospect onboarding throughout the client lifecycle, ensuring a consistent, high-quality experience
• Proactively manage client renewal processes and coordinate contract terms in partnership with appropriate 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, reinforce value, and identify evolving needs
• Monitor client engagement, usage, and relationship metrics to identify trends, potential risks, and opportunities for deeper engagement
• Develop proactive engagement plans for accounts showing signs of reduced activity or other retention risk
• Share relevant investment content, thought leadership, and market insights to maintain ongoing client engagement and reinforce value
• Promote webinars, Q&A sessions, and periodic events that provide clients with timely access to relevant insights and team perspectives
• Partner with the Business Leader on contact management and sales enablement activities that support business development and relationship growth
• Identify opportunities to introduce relevant premium solutions, add-on services, or expanded offerings aligned with client objectives
• Coordinate internal follow-up across the investment, distribution, marketing, and operational teams to support timely resolution of client needs
• Maintain clear and actionable account notes, engagement plans, and follow-up activities within the CRM system
• Prepare client engagement summaries and relationship updates to support discussions with the Business Leader and broader team
• Support targeted outreach initiatives that strengthen client engagement, retention, and business development activity
• Perform other duties and responsibilities as assigned in support of the EMsights client experience and business development efforts

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

• 3-5 years of experience in a client service, client relationship, or client onboarding role within the investment management industry
• Demonstrated ability to build trusted relationships and foster long-term partnerships with clients and internal stakeholders
• Interest in financial markets, with intellectual curiosity around global economic, political, and market developments
• FINRA Series 7 and 63 licenses required
• Client-focused mindset with a strong commitment to delivering responsive, thoughtful, and high-quality service
• Proactive and self-directed approach, with the initiative to anticipate needs and identify solutions
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple client priorities, follow-ups, and deadlines simultaneously
• Sound judgment and creative problem-solving skills in a dynamic, relationship-driven environment
• Experience working with CRM systems and maintaining timely, accurate, and actionable client and prospect information
• Ability to interpret client engagement and usage data and translate insights into practical sales and relationship-management initiatives
• Technology fluency and comfort learning and using AI, analytics tools, digital platforms, and evolving client-engagement technologies to create efficiency and identify opportunities for the team
• Strong ability to collaborate cross-functionally and work effectively with senior business leaders and internal partners
• Strong technical aptitude with the ability to learn new systems and apply data and analytics to client and business-development objectives

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined based on Firm and individual performance.

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.