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Client & Sales Associate

Job details



Date Posted

13 January 2023



Job Type

Job ID


£50,000 - £60,000


Our client, a globally leading asset manager, is looking to recruit a Client & Sales Associate to support the firm’s distribution efforts across the institutional and wholesale channels.

The Client & Sales Associate will be responsible for the following:

  • Assist Sales Managers in coordinating and producing high-quality presentations for new business pitches and research meetings.
  • Be the main point of contact for inbound queries from clients & prospects, ensuring to respond and follow up promptly.
  • Ensure that all new agreements/updates are completed promptly.
  • Source sales support and client service documents (e.g. factsheets, RFPs, presentations, reports) from relevant internal teams.
  • Update Salesforce to log client and prospect information.

The Client & Sales Associate will require the following skill set:

  • Strong experience working within a similar Sales Support/Client Service/Investor Relations role within asset management.
  • Understanding of institutional and/or wholesale market.
  • IMC qualified or equivalent is preferred.
  • Knowledge of Salesforce would be beneficial.

Mason Blake is an employment agency for permanent recruitment and employment businesses to supply temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age

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