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Client Associate (Real Assets)

Mason Blake

London

On-site

GBP 80,000 - 100,000

30+ days ago

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Job summary

An established industry player is seeking a Client Associate to enhance their client service operations. This role involves preparing RFPs, producing marketing materials, and supporting various events, all while fostering strong client relationships. Ideal candidates will bring 3-5 years of experience in investment management or real estate investments and a proactive, organized approach. Join a dynamic team where your contributions will directly impact client satisfaction and project success. If you're ready to take the next step in your career within a competitive environment, this opportunity is for you.

Qualifications

  • 3-5 years’ experience in real estate investments or investment management.
  • Experience in collating RFPs and using CRM systems.

Responsibilities

  • Prepare and complete Request for Proposals (RFPs) and respond to DDQs.
  • Support the team by maintaining data and client distribution lists.

Skills

Real Estate Investments

Investment Management

Client Relationship Management

Analytical Skills

Proactive Organization

Tools

Salesforce

SharePoint

Job description

We are working with a highly reputable investment management firm who are looking to hire a Client Associate to join the team. The position is based in London, with the primary responsibility for providing client service support.

Reporting directly to the Product Specialist, the Client Associate will take responsibility for the following duties:

  1. Prepare and complete Request for Proposals (RFPs) and respond/update to DDQs, as required.
  2. Collate and produce communication/marketing materials; including presentations for internal and external meetings, welcome packs, etc.
  3. Proactively support the team by maintaining data, internal systems and client distributions lists.
  4. Assist with organising various events including annual meetings and quarterly webcasts.
  5. Actively contribute to broader projects across the department including projects centred around executing new initiatives.

The Client Associate will meet the following skillset:

  1. 3-5 years’ experience working in real estate investments or investment management.
  2. Experience in collating RFPs.
  3. Experience working with CRM systems, Salesforce and/or SharePoint, would be desirable.
  4. The ability to build strong relationships both internally and externally.
  5. Client focused with the determination to exceed expectations.
  6. Proactive and well-organised individual with strong analytical skills.

This role sits within Real Assets, although no prior experience of Real Assets or alternatives is required.

If you believe your experience meets the criteria of Client Associate, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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