Client Coverage Associate

Collaborate with senior team members to prepare presentations, reports, and analyses that support external client interactions and strategic discussions
Conduct market research and competitive analysis to identify trends and opportunities within our client segments
Prepare and maintain client relationship overviews and account summaries
Support the management of sales pipeline and contracting processes in conjunction with the Transaction Management team
Maintain and update CCO databases and tracking systems to ensure accurate record-keeping and reporting
Assist in the coordination of team projects and initiatives
Create and maintain current org charts for each strategic account, including key stakeholders and sales specialists
Partner with other functions (i.e., Marketing) and Divisional teams to support the Account Management team with brand and sales efforts

• Undergraduate degree in Business, Finance, Marketing or a related field
• 1 years’ + work experience, preferably in financial markets or with an information company
• Strong Microsoft Office (Word, Excel, PowerPoint) proficiency
• Strong analytical and organizational skills
• Flexibility and proactiveness to fulfil and drive ad-hoc team or client initiatives
• Excellent communication skills, both written and oral.
• Self-starter and creative
• Experience with Salesforce will be beneficial
• Previous experience in a financial services, financial institution or professional services role
• Right to Work Requirements:
  This role is limited to persons with indefinite right to work in the United States.

Demonstrates strong analytical and organizational skills to support client interactions and strategic discussions, with proficiency in Microsoft Office and experience in financial markets or professional services.

• Microsoft Office Proficiency
• Analytical Skills
• Organizational Skills
• Salesforce Experience
• Financial Services Experience

• Market Research
• Competitive Analysis
• Client Relationship Management
• Sales Pipeline Management
• Contracting Processes

• Excellent Communication Skills
• Flexibility
• Proactiveness
• Self-Starter
• Creativity

• Financial Markets
• Information Company
• Financial Services
• Professional Services
• Account Management

• Salesforce
• CCO Databases
• Tracking Systems