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- Tasks: Support clients by preparing proposals, marketing materials, and organising events.
- Company: Join a top-tier investment management firm in London with a stellar reputation.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of exciting projects and contribute to impactful initiatives in the investment sector.
- Qualifications: 3-5 years in real estate investments or investment management; CRM experience preferred.
- Other info: Highly competitive role; apply with your CV to stand out!
The predicted salary is between 36000 - 60000 £ per year.
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:
- Prepare and complete Request for Proposals (RFPs) and respond/update to DDQs, as required.
- Collate and produce communication/marketing materials; including presentations for internal and external meetings, welcome packs, etc.
- Proactively support the team by maintaining data, internal systems and client distributions lists.
- Assist with organising various events including annual meetings and quarterly webcasts.
- Actively contribute to broader projects across the department including projects centred around executing new initiatives.
The Client Associate will meet the following skillset:
- 3-5 years’ experience working in real estate investments or investment management.
- Experience in collating RFPs.
- Experience working with CRM systems, Salesforce and/or SharePoint, would be desirable.
- The ability to build strong relationships both internally and externally.
- Client focused with the determination to exceed expectations.
- 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.
Apply for this job
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Client Associate (Real Assets) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Associate (Real Assets)
✨Tip Number 1
Familiarise yourself with the investment management industry, particularly real estate investments. Understanding current trends and challenges will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field, especially those who work in client-facing roles. Attend industry events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 3
Brush up on your skills with CRM systems like Salesforce and SharePoint. Being able to demonstrate your proficiency in these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with RFPs and client service support in detail. Be ready to share specific examples of how you've successfully managed similar tasks in previous roles.
We think you need these skills to ace Client Associate (Real Assets)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in real estate investments or investment management. Emphasise any specific roles where you have prepared RFPs or worked with CRM systems like Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client service skills and your ability to build strong relationships. Mention your proactive approach and organisational skills, as these are key for the Client Associate role.
Highlight Relevant Skills: In your application, clearly outline your analytical skills and experience with data management. If you have experience with SharePoint or similar tools, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this competitive position.
How to prepare for a job interview at Mason Blake
✨Know Your RFPs
Make sure you understand the process of preparing and completing Request for Proposals (RFPs). Familiarise yourself with common questions and best practices, as this will demonstrate your expertise and readiness for the role.
✨Showcase Your CRM Skills
If you have experience with CRM systems like Salesforce or SharePoint, be prepared to discuss specific examples of how you've used these tools in previous roles. Highlighting your technical skills can set you apart from other candidates.
✨Demonstrate Client Focus
Prepare examples that showcase your ability to build strong relationships with clients. Think about times when you exceeded client expectations and be ready to share these stories during the interview.
✨Be Proactive and Organised
During the interview, convey your proactive nature and organisational skills. Discuss how you manage multiple tasks and projects, especially in a fast-paced environment, to show that you can handle the demands of the role effectively.
