What are the responsibilities and job description for the Client Services Senior Associate - Credit position at Coda Search│Staffing?
Coda is working with a global asset manager to find a Senior Associate to work on their Client Services Team. This team works directly with the Institutional Sales team and will support the ongoing sales effort. This client boasts a flat structure and great benefits.
Responsibilities:
- Support ongoing needs and coverage as stated by business plans
- Create and implement marketing strategy for the suite of institutional products
- Be able to communicate firm's strengths and strategies to clients
- Handle client requests
- Use Salesforce to manage the sales process and research
- Record all client engagement adn client records in Salesforce
- Work with Sales team for RFPs and DDQs
- Keep up to date on market trends and performance to manage marketing strategy
- Event planning
Requirements:
- 3-4 years of fundraising support within asset management
- Bachelor's degree
- Series 7 or 63 a plus
Salary : $120,000 - $175,000
