Client Services Manager, North America

  • 90K plus Bonus
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • Trendrating
  • 12 Mar 18 2018-03-12

Trendrating provides cutting edge tools to enhance our clients existing investment approach. We serve wealth managers, RIAs and asset managers globally. Requires a strong knowledge of equity markets, as well as general knowledge of asset management products and services. Proven ability to study current market trends and financial products, articulate a point of view, and have broad investment conversations with clients investing in equities. Need strong written and verbal communication skills to lead online and in person presentations and conduct training sessions. Communicate daily with colleagues based in Europe. Strong multi-tasker who can support over 100 clients.

  1. Proactive client support, liaising between client and internal product managers and relationship managers, in order to educate clients on our capabilities and what we can do to fulfill their needs
  2. Recognize opportunities and develop solutions to properly position our products and effectively apply them to client portfolios
  3. Confidently offer guidance, leadership and broad investment conversations with clients across the asset management spectrum (mutual funds, ETF issuers, RIAs, hedge funds, pension funds, family offices, wealth managers)
  4. Work with the largest and most complex buy side firms that are evaluating our solutions to put our company in the best position possible to commercialize ongoing relationships
  5. Manage operational aspects of client trials to confirm or assess client's needs and conduct basic product training
  6. Identify new client opportunities for sales at existing accounts
  7. 5+ years in investment services or capital markets, with exposure to senior level executives in a client facing and phone based role
  8. Investment management experience preferred
  9. CFA a plus