Client Management Associate - Sawgrass Asset Management

Client Management Associate - Sawgrass Asset Management

Sawgrass Asset Management, an employee-owned Registered Investment Advisor, is seeking a Client Management Associate to join our institutional client service team. This role supports business development
, client relationship management
, and investment operations
. In this role, an individual will have an opportunity to be involved in the many facets of the client experience. The expectation is for this role to be on-site in our Ponte Vedra Beach, Florida location.

• Maintain and update marketing collateral (pitchbooks, presentations, digital assets).
• Ensure brand consistency and compliance across all materials.
• Lead drafting of RFPs and DDQs for institutional clients.
• Complete daily processes to ensure accurate functionality of trade operations.
• Support trade operations and resolve operational issues promptly, including daily recon, trade settlements and corporate actions.
• Monitor and maintain data integrity across CRM and performance systems.
• Coordinate quarterly updates for performance data and disclosures.
• Collaborate with compliance for timely approvals.

• Bachelor’s degree + 3–5 years in financial services.
• Strong proficiency in Microsoft Office; experience with CRM and data systems.
• Excellent organizational, analytical, and communication skills.
• Ability to think critically and manage multiple priorities in a fast-paced environment.

• Familiarity with Salesforce, Seismic, Fact Set, Bloomberg.
• Knowledge of trade operation mechanics.

• Collaborative team environment with exposure to institutional clients and investment professionals.
• Opportunity to grow into business development strategy, client service leadership, or operations.
• Competitive compensation and benefits package.

Please submit resumes to

Mid-Senior level

Full-time

Other

Ponte Vedra Beach, Florida