Client Associate (Institutional)
- Employer
- Logan Sinclair
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Jan 23, 2022
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Requirements
- Aid client coverage teams with strategy and daily client servicing
- Cooperate with internal teams (client services, marketing, portfolio management, and compliance)
- Arrange client-related materials such as client presentations and RFPs
- Direct market research, business strategies, and client analysis
- Participate in administrative processes such as sustaining the CRM system, database management, keeping meeting notes, etc.
Requirements
- Educated at degree level
- Preferred IMC, CFA, or CAIA, or working towards such qualifications
- Good working knowledge of Excel and PowerPoint
- Experience using Salesforce or CRM systems
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