Client Relationship Management Coordinator

INSTANT IMPACT; Town of Poland (NY); On-site; USD 29,405 - 42,771; Full time

Job summary

INSTANT IMPACT is seeking a Client Relationship Management Coordinator to join its CRM team in Cracow, Poland. You will support business development activities, maintain CRM data, and assist with proposals, reporting and client onboarding initiatives.

The role requires highly organized, proactive individuals with strong communication skills and experience in professional services or financial services environments.

Qualifications

• Experience in an administrative, client services, business development support or professional services environment.
• Strong organisational, prioritisation and time-management skills.
• Excellent attention to detail and the ability to manage multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Word, Excel and PowerPoint.
• Experience using CRM systems would be advantageous.
• Knowledge of financial services, client onboarding, KYC or CDD processes would be beneficial but is not essential.

Responsibilities

• Support the Vice President, Director and wider CRM team with new and ongoing client matters.
• Maintain accurate client and opportunity records within the CRM platform.
• Track business opportunities and support client onboarding activities.
• Assist with the preparation of proposals, presentations and internal reports.
• Conduct market research and competitor analysis to support business development initiatives.
• Liaise with internal stakeholders across compliance, marketing and business development teams.
• Support the maintenance of CRM processes, procedures and knowledge resources.
• Contribute to reporting, process improvements and ad hoc projects.

Skills

Administrative experience

Client services

Business development support

Professional services exposure

Strong organisational skills

Time-management

Attention to detail

Written and verbal communication

CRM experience

KYC/CDD knowledge (nice to have)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM software

Job description

Client Relationship Management Coordinator

Department: Client Role

Employment Type: Permanent - Full Time

Location: Cracow, PL

Description

We are currently representing a leading global Financial Services firm in the appointment of high-calibre professionals as part of a period of strategic growth and investment.

Our client operates at the intersection of corporate, fiduciary and regulatory services, partnering with private equity houses, investment managers and international financial institutions. Backed by long-term institutional investment and an established global brand, the firm is scaling its capabilities, technology and international footprint.

This is an opportunity to join a business that combines the agility of a growth platform with the credibility, client base and governance of a market leader.

The Role

We are looking for a Client Relationship Management Coordinator to join our growing Client Relationship Management (CRM) team.

Working closely with the Vice President and Director of Client Relationship Management, you will play a key role in supporting business development activities, coordinating client opportunities, maintaining CRM data and assisting with the delivery of proposals, reporting and client onboarding initiatives.

This is an excellent opportunity for a highly organised and proactive individual to gain broad exposure across client relationship management, business development and professional services within a growing international business.

Key Responsibilities

• Support the Vice President, Director and wider CRM team with new and ongoing client matters.
• Maintain accurate client and opportunity records within the CRM platform.
• Track business opportunities and support client onboarding activities.
• Assist with the preparation of proposals, presentations and internal reports.
• Conduct market research and competitor analysis to support business development initiatives.
• Liaise with internal stakeholders across compliance, marketing and business development teams.
• Support the maintenance of CRM processes, procedures and knowledge resources.
• Contribute to reporting, process improvements and ad hoc projects.

Skills, Knowledge and Expertise

• Experience in an administrative, client services, business development support or professional services environment.
• Strong organisational, prioritisation and time-management skills.
• Excellent attention to detail and the ability to manage multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Word, Excel and PowerPoint.
• Experience using CRM systems would be advantageous.
• Knowledge of financial services, client onboarding, KYC or CDD processes would be beneficial but is not essential.
• A proactive approach and willingness to develop a strong understanding of services and clients.