Client Relationship Associate

About the role

The Sub-Advisory Client Relationship Associate (CRA) role at Vident Asset Management, LLC is focused on managing the lifecycle of Vident’s Sub-Advisory clients. The CRA will serve as the primary liaison between Vident and its clients, focusing on nurturing long-term partnerships, ensuring client needs and expectations are being met, and driving client retention and growth.

Responsibilities

• Proactively and continuously engage with clients to build and maintain strong, positive relationships.
• Partner with the Business Development Success Associate, Operations, and Portfolio Managers to transition newly acquired relationships and guide new clients through the Vident Client Experience.
• Understand each client's requirements and communicate them to appropriate internal teams to ensure timely and complete service delivery.
• Act as the first point of contact for clients, identifying their problems or concerns, and helping to identify appropriate solutions.
• Collaborate with Sales, Compliance, and Investment Management to support new fund launches and ensure operational excellence.
• Partner with Sales to identify opportunities for upselling or cross-selling products and services to increase revenue and AUM.
• Deliver insights into Vident’s primary service offering to clients, including handling questions about non-investment related processes.
• Stay informed about ETF market trends, regulatory changes, and competitor activity to provide actionable insights to senior leadership.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred.
• 3-5 years of professional experience in financial services, preferably in asset management.
• Licenses: Certified ETF Advisor (CETF®) designation, FINRA Series 7 and 63, and FINRA SIE preferred.
• Technical Skills: Proficiency in CRM software (e.g., Salesforce), Microsoft Suite (Excel, Teams, PowerPoint, etc.) preferred.