At a Glance
- Tasks: Manage client experiences and strengthen relationships through proactive engagement and tailored interactions.
- Company: Join a dynamic investment management firm focused on client success and business growth.
- Benefits: Enjoy a competitive salary, flexible working options, and opportunities for professional development.
- Other info: Collaborative environment with opportunities to work alongside senior leaders and develop your career.
- Why this job: Make a real impact by enhancing client relationships and driving business development.
- Qualifications: 3-5 years in client service roles, strong analytical skills, and a passion for financial markets.
The predicted salary is between 51750 - 63250 £ per year.
The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is responsible for strengthening relationships through proactive engagement, tailored interactions, and consistent delivery of value. The Associate will also work directly with the Business Leader on contact management and sales enablement initiatives that contribute to business growth.
The ideal candidate is proactive, commercially minded, and relationship-oriented, with the ability to use CRM systems, analytics, and digital platforms to understand client engagement, anticipate needs, and deliver an exceptional client experience.
Responsibilities
- Manage the client experience from prospect onboarding throughout the client lifecycle, ensuring a consistent, high-quality experience.
- Proactively manage client renewal processes and coordinate contract terms in partnership with appropriate internal stakeholders.
- Build and maintain strong relationships with key client contacts and users across assigned accounts.
- Conduct regular client check-ins and strategic reviews to understand priorities, reinforce value, and identify evolving needs.
- Monitor client engagement, usage, and relationship metrics to identify trends, potential risks, and opportunities for deeper engagement.
- Develop proactive engagement plans for accounts showing signs of reduced activity or other retention risk.
- Share relevant investment content, thought leadership, and market insights to maintain ongoing client engagement and reinforce value.
- Promote webinars, Q&A sessions, and periodic events that provide clients with timely access to relevant insights and team perspectives.
- Partner with the Business Leader on contact management and sales enablement activities that support business development and relationship growth.
- Identify opportunities to introduce relevant premium solutions, add-on services, or expanded offerings aligned with client objectives.
- Coordinate internal follow-up across the investment, distribution, marketing, and operational teams to support timely resolution of client needs.
- Maintain clear and actionable account notes, engagement plans, and follow-up activities within the CRM system.
- Prepare client engagement summaries and relationship updates to support discussions with the Business Leader and broader team.
- Support targeted outreach initiatives that strengthen client engagement, retention, and business development activity.
- Perform other duties and responsibilities as assigned in support of the EMsights client experience and business development efforts.
Qualifications
- 3–5 years of experience in a client service, client relationship, or client onboarding role within the investment management industry.
- Demonstrated ability to build trusted relationships and foster long-term partnerships with clients and internal stakeholders.
- Interest in financial markets, with intellectual curiosity around global economic, political, and market developments.
- FINRA Series 7 and 63 licenses required.
- Client-focused mindset with a strong commitment to delivering responsive, thoughtful, and high-quality service.
- Proactive and self-directed approach, with the initiative to anticipate needs and identify solutions.
- Excellent written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple client priorities, follow-ups, and deadlines simultaneously.
- Sound judgment and creative problem-solving skills in a dynamic, relationship-driven environment.
- Experience working with CRM systems and maintaining timely, accurate, and actionable client and prospect information.
- Ability to interpret client engagement and usage data and translate insights into practical sales and relationship-management initiatives.
- Technology fluency and comfort learning and using AI, analytics tools, digital platforms, and evolving client-engagement technologies to create efficiency and identify opportunities for the team.
- Strong ability to collaborate cross-functionally and work effectively with senior business leaders and internal partners.
- Strong technical aptitude with the ability to learn new systems and apply data and analytics to client and business-development objectives.
Client Relationship Associate in London employer: Artisan Partners
At EMsights Capital Group, we pride ourselves on fostering a dynamic and inclusive work environment that prioritises employee growth and development. As a Client Relationship Associate, you will benefit from a collaborative culture that encourages proactive engagement and innovation, while also enjoying access to comprehensive training programs and mentorship opportunities. Located in a vibrant area, our team enjoys a balance of professional fulfilment and personal well-being, making EMsights an exceptional place to build a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artisan Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artisan Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artisan Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artisan Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artisan Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artisan Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Artisan Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
