Institutional Client Solutions Specialist

Partners Group; New York (NY); On-site; USD 105,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

25 vacation days

Education assistance program

Company-paid life and disability insurance

Performance-based bonus structure

Job summary

Partners Group is seeking a Client Solutions Professional to join the Client Solutions team in New York. This role involves supporting institutional fundraising efforts, preparing presentations, and deepening relationships with clients.

You will manage client data, collaborate with internal teams, and help position investment strategies effectively. The ideal candidate has a Bachelor’s degree, 1-3 years of experience in financial services, and strong communication skills. The company offers competitive benefits including a 401(k) plan and generous vacation days.

Qualifications

• 1-3 years of experience in financial services, investment management, or sales/marketing.
• Excellent written, verbal, and presentation skills.
• Ability to work collaboratively in a fast-paced, team-oriented environment.

Responsibilities

• Support senior institutional sales professionals across assigned territories.
• Prepare for client meetings using approved marketing collateral.
• Maintain accurate client information and update the CRM.

Skills

Written communication

Verbal communication

Presentation skills

Detail-oriented

Organization

Analytical skills

Time-management

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Partners Group is seeking a Client Solutions Professional to join the Client Solutions team in New York. This role involves supporting institutional fundraising efforts, preparing presentations, and deepening relationships with clients.

You will manage client data, collaborate with internal teams, and help position investment strategies effectively. The ideal candidate has a Bachelor’s degree, 1-3 years of experience in financial services, and strong communication skills. The company offers competitive benefits including a 401(k) plan and generous vacation days.