• Client Relations Associate

    Location : Location IT-Milan
    Client Services (Sales, Marketing, Product Strategy)
    Position Type
  • Company Overview


    AB is a research-driven organization that is global in scope and client centred in its mission. It delivers preeminent investment services in key asset classes including Growth Equities, Value Equities, Blend Strategies, Fixed Income and Alternatives. Our range of services, global research coverage and ability to serve clients virtually anywhere make AB a pre-eminent resource for institutional and retail investors worldwide.



    The Southern European division of AB is comprised of client/distributor-focused Advisors & Associates as well as consultant-focused and marketing professionals dedicated to building and servicing our client base in Europe. Within the division, Client Relations Associates work in a team environment, comprised of Advisors, Associates, Marketing and Assistants, to support client service and prospecting efforts for the region.


    The purpose of this role is to support the Sales Advisors in servicing Institutional clients, Retail Distributors and sub- advisory business, primarily in Southern Europe, as well as supporting business development efforts with clients and prospects. The successful candidate will work as a team with the Advisors/Wholesalers and other Associates in the region to develop mutually beneficial relationships with clients and the distribution community.


    The successful candidate will be a motivated self-starter, eager to learn about the global asset management business and capable of working in a fast-paced environment. Candidates must be detail-oriented and possess strong analytical, communication, and organisational skills. The ability to work successfully in a team is a must. An undergraduate university degree is mandatory and prior professional work experience is desirable. A strong work ethic and healthy ambition for responsibility is also essential.




    The Associate coordinates all client activity and provides the central point of reference for internal and external contacts associated with a client relationship. Associates are in constant communication with clients and various internal departments to ensure client expectations are met or exceeded—they are the advocates for the client. This includes building effective and trusted relationships first and foremost with their Advisors, but also with portfolio management, operations and client reporting, legal and compliance, among others.


    Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:



    • Acting as first point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them (including product/performance/market related queries; operational issues; legal amendments; billing queries etc)
    • Ensuring each stage in the lifecycle of the relationship progresses as smoothly as possible (including introduction, negotiation of distribution agreements, on-boarding, go-live, ongoing support, client service)
    • Partnering with Advisors to ensure strong client relationships built on trust as well as helping to build advocacy with prospects
    • Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports and general correspondence
    • Overseeing the new account take-on process including coordination of legal, portfolio management and operational items with the relevant internal departments
    • Providing post-sales support using fund updates, manager commentaries, charts, Excel files, etc.
    • Collaborating with colleagues in other departments to successfully resolve client/distributor issues in a timely manner most notably Legal, Operations, Product Management and Marketing
    • Ensuring timely and accurate preparation and distribution of client reporting, client service and prospecting materials (presentations and correspondence)
    • Generating monthly sales and any other recurring reports
    • Providing continual feedback to management on market conditions, distributor requests, product requests, competitor information and operational or other issues
    • Maintaining client files and CRM system/databases (Salesforce) 

    As appropriate, Associates will be asked to participate in department and firm-wide projects and initiatives.










    • Fluent in English, Italian – any other language is appreciated
    • Must be a team player and work well with Advisors, Associates and other members of the client group
    • Undergraduate university degree. Financial/economics background is desirable, but not essential
    • Candidates should have an interest in the financial industry and be bright, energetic with a can-do attitude
    • 2-3 years’ prior work experience preferred, ideally within client relations and/or client servicing/account transitions team within asset management
    • Strong time management and organisation skills with the ability to handle multiple tasks, work under pressure and prioritise in order to meet deadlines
    • Motivated, dynamic self-starter, willing to take ownership of work and ability to handle assignments and projects with minimal direction
    • Good communication skills (verbal and written) and a supportive, persuasive telephone manner with clients
    • Strong analytical and numerical skills, detail-orientation
    •  Must be professional, courteous and flexible at all times
    • Ability to interact with senior management and to handle confidential information
    • Candidates should be proficient in Microsoft Word, Excel,
    • PowerPoint and SalesForce


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