Client & Sales Support Associate

#LI-Hybrid

Overview

Provides critical support to the institutional sales, marketing, and client service teams at Knights of Columbus Asset Advisors, with a strong emphasis on financial intermediary relationships. Facilitates and executes sales and marketing initiatives, client reporting, and helps to streamline operational processes. Serves as key point of contact for client and financial intermediary inquiries, onboarding, and communications, while ensuring accurate CRM data management and support across platforms. Key Liaison for our intermediary channels in supplying and maintaining compliance-approved marketing materials across all platforms. 

Core Responsibilities

• Provide sales support with a primary focus on financial intermediaries, including consultants, platforms, and other key partners.
• Serve as the main point of contact for incoming communications from financial intermediaries, as well as an additional team contact for clients and prospects.
• Assist in the preparation and customization of marketing materials, client deliverables, and RFP responses.
• Produce and update quarterly investment materials and manage the creation of ad hoc client and financial intermediary-facing content.
• Manage and continuously improve the marketing and client reporting process, identifying opportunities for increased efficiency and accuracy.
• Support onboarding and initial account funding, collaborating with Operations, Trading, and other departments to ensure a seamless experience.
• The ability to act as an additional liaison between sales, clients, and internal teams on operational items such as trading logistics, distributions, portfolio rebalances.
• Track sales activity and engagement within financial intermediaries; assist with pipeline reporting and territory analytics.
• Maintain and optimize CRM systems (Salesforce and Microsoft Dynamics), acting as in-house expert for data integrity, troubleshooting, and team training.
• Maintain and optimize our 4U platform, as well as onboarding Broadridge, acting as an in-house expert for data integrity, troubleshooting, and team training.
• Support external platform engagement and ensure all platform-related client servicing needs are met.
• Collaborate with SEI, our fund administrator, to help with the onboarding of platforms and service agreements.

Skills Qualifications

Required: 

• Strong communication and interpersonal skills with a customer service orientation
• Time management and organizational abilities
• Investment product knowledge is desirable, and familiarity with operational procedures
• Detail oriented
• Microsoft Office, including Word, Excel, and PowerPoint
• Salesforce CRM or a similar desirable
• Knowledge of database software is desirable
• SIE, Series 7, and Series 66 FINRA licenses required

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location.  At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $59,200 - $91,700.

Education

Required:

• BA or BS degree in marketing, finance, or related field
• 3-7 years of experience in financial services, preferably in financial intermediaries, client service, or an investor relations role
• SIE, Series 7, and Series 66 FINRA licenses required

Authorization to work in the United States is required.

This position is not eligible for visa sponsorship.

Physical Demands