Client Relationship Coordinator

Position Summary

The Client Relationship Coordinator works within the Business Development – Client Relations Team to provide foundational support to the firm's key client program. Reporting to the Director of Client Development – Financial Institutions, this position will support the Director and Client Relationship Managers that are aligned to the firm's key financial industry clients.

Job Duties And Responsibilities

• Support the planning and execution of client relationship initiatives in partnership with Client Relationship Managers, CRLs, and client teams

• Aid in the day-to-day support of the firm's priority clients through the preparation and maintenance of client plans, meeting materials, and follow-up actions

• Schedule client relations meetings, prepare draft agendas, and capture notes and action items

• Maintain client relationship trackers, contact lists, and activity logs for key client teams

• Support follow-up on client relationship actions to ensure timely completion

• Conduct research on key clients, including company updates, news, and industry developments

• Compile information into summaries or briefing materials for Client Relationship Managers, CRLs, and client teams in advance of client meetings/pitches

• Maintain and update client information, activity tracking, and reporting in the firm's CRM and other internal systems and databases

• Aid in the preparation of relationship reports, presentations, and client documents for key clients

• Support on key client proposals and pitches as needed

• Assist in the preparation and dissemination of thought leadership materials to key clients

• Work closely with Client Development Director and Client Relations Managers to support ongoing client activity

• Aid in administrative tasks related to client programs and business development efforts

• Take an active role in learning systems, tools, and firm approaches to client development

• Travel for meetings and training as required

Requirements

• Education: Bachelor's degree required

• Experience: 1-2 years of experience in a professional services marketing or business development role is desirable but not required

• Skills: Ability to multi-task and manage multiple deadlines with appropriate guidance, eagerness to learn and deliver high-quality work in a timely manner, resourcesful, with strong analytical and problem-solving skills, interest in building networks and connecting colleagues to relevant opportunities, clear and effective communication skills, both written and verbal, with the ability to communicate ideas with professionalism and tact, ability to build positive relationships with colleagues at all levels, highly proactive, organized and detail-oriented, with a willingness to take initiative, dependable, collaborative and team-oriented, good critical thinking skills and ability to respond thoughtfully in a fast-paced environment, professional demeanor appropriate for a client-facing environment, ability to work in virtual teams and manage assignments across different time zones

Additional Information

• Supervisory responsibilities: None

• Equipment used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc.