Client Relationship Associate

The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is responsible for strengthening relationships through proactive engagement, tailored interactions, and consistent delivery of value. The Associate will also work directly with the Business Leader on contact management and sales enablement initiatives that contribute to business growth. The ideal candidate is proactive, commercially minded, and relationship-oriented, with the ability to use CRM systems, analytics, and digital platforms to understand client engagement, anticipate needs, and deliver an exceptional client experience. Responsibilities The candidate is expected to: Manage the client experience from prospect onboarding throughout the client lifecycle, ensuring a consistent, high-quality experienceProactively manage client renewal processes and coordinate contract terms in partnership with appropriate internal stakeholdersBuild and maintain strong relationships with key client contacts and users across assigned accountsConduct regular client check-ins and strategic reviews to understand priorities, reinforce value, and identify evolving needsMonitor client engagement, usage, and relationship metrics to identify trends, potential risks, and opportunities for deeper engagementDevelop proactive engagement plans for accounts showing signs of reduced activity or other retention riskShare relevant investment content, thought leadership, and market insights to maintain ongoing client engagement and reinforce valuePromote webinars, Q&A sessions, and periodic events that provide clients with timely access to relevant insights and team perspectivesPartner with the Business Leader on contact management and sales enablement activities that support business development and relationship growthIdentify opportunities to introduce relevant premium solutions, add-on services, or expanded offerings aligned with client objectivesCoordinate internal follow-up across the investment, distribution, marketing, and operational teams to support timely resolution of client needsMaintain clear and actionable account notes, engagement plans, and follow-up activities within the CRM systemPrepare client engagement summaries and relationship updates to support discussions with the Business Leader and broader teamSupport targeted outreach initiatives that strengthen client engagement, retention, and business development activityPerform other duties and responsibilities as assigned in support of the EMsights client experience and business development efforts Qualifications The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess: 3–5 years of experience in a client service, client relationship, or client onboarding role within the investment management industryDemonstrated ability to build trusted relationships and foster long-term partnerships with clients and internal stakeholdersInterest in financial markets, with intellectual curiosity around global economic, political, and market developmentsFINRA Series 7 and 63 licenses requiredClient-focused mindset with a strong commitment to delivering responsive, thoughtful, and high-quality serviceProactive and self-directed approach, with the initiative to anticipate needs and identify solutionsExcellent written and verbal communication skillsStrong organizational skills with the ability to manage multiple client priorities, follow-ups, and deadlines simultaneouslySound judgment and creative problem-solving skills in a dynamic, relationship-driven environmentExperience working with CRM systems and maintaining timely, accurate, and actionable client and prospect informationAbility to interpret client engagement and usage data and translate insights into practical sales and relationship-management initiativesTechnology fluency and comfort learning and using AI, analytics tools, digital platforms, and evolving client-engagement technologies to create efficiency and identify opportunities for the teamStrong ability to collaborate cross-functionally and work effectively with senior business leaders and internal partnersStrong technical aptitude with the ability to learn new systems and apply data and analytics to client and business-development objectives Base Salary Range: $100,000 - $150,000 Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined based on Firm and individual performance. Privacy Notice for California Applicants Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need. /span>