About the Company
A global leader specializing in diversified investment management solutions. About the Job
Sales Enablement:
Provide dedicated operational support to the sales team to facilitate client acquisition and retention.
Client Inquiry Management:
Serve as the first point of contact for client requests, ensuring timely and accurate resolution of all service-related matters.
Onboarding Coordination:
Manage the end-to-end documentation process for new client accounts, ensuring compliance with internal standards.
Reporting & Communication:
Prepare and distribute regular investment reports, fund updates, and marketing materials to the client base.
Database Integrity:
Maintain and update CRM systems to ensure all client interactions and data are accurately captured.
Cross-Functional Collaboration:
Work closely with investment, legal, and operations teams to streamline the client experience.
Skills and Requirements
Industry Expertise: