PCAAM Client Solutions Support Associate, London or Paris

Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $60B in assets under management, the firm constructs customized investment portfolios for its clients, tapping into its deep network of partnerships with exceptional asset managers across all major asset classes.

The PCAAM Client Solution Support Associate will provide day-to-day support to the European Client Solution team, enhancing sales effectiveness, client coverage and outreach across the region. The role is designed to create leverage for senior Client Solution team professionals by improving structure, data quality, discipline and scalability in client engagement, reporting and marketing activity.

The Client Solution team is responsible for distributing funds through financial institutions and comprises European sales professionals based in continental Europe. They work closely with product specialists based in London. This role will work closely with Sales, Product Specialists and Marketing.

• Own and manage the CRM system, ensuring high data quality, consistent usage and robust reporting.
• Track sales activity, client interactions, pipeline development and coverage metrics.
• Produce regular management reports and ad-hoc analysis to support sales strategy and prioritisation.
• Manage and maintain the client and product document repository, coordinating with Product Specialists to ensure materials are up to date.
• Coordinate client outreach campaigns using the CRM (email distributions, follow-ups, impact tracking).
• Monitor campaign effectiveness and provide insights to refine future initiatives.
• Work with the Marketing team to plan and execute LinkedIn and digital campaigns targeting European intermediaries.

PR & Event Support

• Coordinate and support the organisation of client events, roadshows and conferences across European locations.
• Assist with logistics, invitations, follow-ups and post-event reporting.
• Act as a central point of coordination between Client Solutions, Marketing and external providers where required.

Team & Stakeholder Support

• Act as a trusted partner to senior sales professionals, helping them focus time on high-value client interactions.
• Contribute to the continuous improvement of sales processes and tools.

Other

• Be responsible for ensuring all information security processes, policies and procedures are adhered to.
• Ensure full compliance with all local data protection regulations and privacy controls.

Key Requirements

• Experience in sales support, sales enablement, client solutions, distribution support or a similar role within asset management, private markets or financial services.
• Familiarity with CRM systems and reporting (e.g. Salesforce or equivalent).
• Highly organised, detail-oriented and comfortable working across multiple stakeholders and geographies.
• Strong analytical and communication skills.
• Proactive, service-oriented mindset with the ability to operate in a fast-paced, entrepreneurial environment.
• Fluency in English and French required; additional European languages (German, Italian) a plus.

Partners Capital is committed to being a great place to work, focused on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible “results-focused” working model.

Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees.