Client Service Manager

#LI-Hybrid

Overview

The primary responsibility for this role is to support and help manage client service, sales and marketing activities for the Knights of Columbus Asset Advisors, reporting directly to the Head of Client Service and Marketing. To help develop and implement marketing and client service strategies and plans across all sales investment channels to include Catholic dioceses, foundations/endowments, religious orders, universities, hospitals, financial intermediaries, other institutions, and the consultants that serve these organizations.  Work with key stakeholders within the firm to communicate and facilitate growth and brand awareness for KoCAA. Fosters strong client relationships with current and future clients. Manage all aspects of client reporting and be a key liaison for Operations.  Serves as the main point of contact for incoming communication from select clients and external prospects, as well as the main point client on-boarding and maintaining and enforcing our onboarding checklist.

Core Responsibilities

• Manage client service capabilities to ensure needs are being met, and coordinate and execute key strategic projects within the department. 
• Assist in developing competitive, relevant, intelligent marketing materials and client reports, supporting short-term and long-term marketing initiatives, and coordinating ad-hoc strategic initiatives.
• Work with the sales and marketing team to keep marketing material up-to-date, help to produce and update quarterly client reports, and quarterly investment materials for client Boards of Directors, and assist in the production and maintenance of ad hoc client and prospect materials as requested.
• Serve as the primary point of contact for client onboarding and initial account funding.
• Create, proof, edit, and improve executive presentations, marketing materials, and client reporting for key executives.
• Explore innovative ways and unique platforms to host content and reach specific audiences.
• Spearhead and be team lead on KoCAA-hosted events as requested.
• Coordinate communication with Compliance and utilize ComplySci to manage the marketing materials approval process.
• Market research to help strengthen firm messaging, competitive positioning, digital-strategy and other strategic initiatives.
• Help to streamline and automate the client reporting process.
• Organize, attend and run client meetings to ensure the Investment Management team is properly prepped ahead of time.
• Maintain the CRM to ensure all client correspondence has been captured effectively.

Skills Qualifications

Required:

• Client Service/Relationship Management and Marketing background
• Knowledge of fixed income, equity, and alternative investments
• Knowledge of investment laws, policies and regulatory practices
• Knowledge of Catholic institutions and hierarchy
• Superior customer service orientation
• Strong oral and written communication skills
• Analytical and critical thinking
• Microsoft Office, including Word, Excel and PowerPoint
• CRM systems (Salesforce, Microsoft Dynamics)
• SIE, Series 7, Series 66 (not a requirement to be hired, but will be expected to acquire within a year of being hired)

Education

Required:

• BS or BA in marketing, finance or related field
• Minimum 5 years marketing and investment industry experience or equivalent combination of training and experience
• SIE, Series 7 and Series 66 (to be acquired within a year of hire date)

Physical Demands

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 $85,400- $140,900.

Authorization to work in the United States is required.

This position is not eligible for visa sponsorship.