International Client Associate

• Act as office based back-up to the Sales Directors and Client Relations Directors as their roles involve considerable travel, including being a contact point for client and prospect queries on accounts, products, firm etc.
• Prepare the Directors for client/prospect meetings by gathering relevant market, industry or firm information.
• Coordinate and contribute to the completion of new business proposals and due diligence questionnaires.
• Assist in the coordination of office meetings, events and functions, attending as required.
• Produce and deliver client reports, presentations and portfolio review materials, collaborating with portfolio specialists and investment team specialists on content and structure.
• Assist with the monitoring and maintenance of the internal CRM system, to ensure that up to date prospect, sales and client information is stored.
• Responsible for the preparation and provision of portfolio performance and competitive firm analysis.
• May get involved in internal regular management reporting and project management as identified.
• Use good understanding of client needs and challenges to meet those needs by leveraging capabilities of the entire organisation.
• Build strong relationships with teams across the business, such as legal, compliance, admin, marketing, to ensure effective collaboration on all client related matters.

• Excellent English and French verbal, written, and interpersonal communication skills
• Minimum 1 year experience in a sales support/client service role within asset management
• OR minimum 2 years’ experience in a client reporting, RFP, investment analyst, or product role within asset management
• OR minimum 3 years’ experience in a sales support/client service role within financial services
• Advanced Excel, PowerPoint and database management skills
• Strong analytical skills with high attention to detail and accuracy
• Independent, entrepreneurial spirit and ability to prioritize and meet deadlines in a fast-paced environment
• Outstanding, flexible team player with ability to work effectively across multiple business channels
• Ability to work with senior management and in a client facing environment, maintaining the highest standards of professional integrity and interaction at all times

• Understanding of the investment Industry and investment products and services including operational, compliance and legal aspects
• Good organisational, project management, and presentation skills
• Familiarity with systems such as Salesforce, Morningstar, eVestment, Bloomberg, Vermillion

Allspring Global Investments Holdings