CRM Responsibilities

• Manage, maintain and optimise [Employer hidden — sign up to reveal]'s investor CRM database to ensure accuracy, integrity and accessibility of client/prospect data for use across the business.
• Produce and analyse CRM reports and dashboards (in conjunction with data visualisation tools) to inform business teams and support business development.
• Act as a primary point of contact and collaborate with key stakeholders across the business (including, but not limited to Client Solutions, Marketing and Operations).
• Support the CRM Manager where needed on internal training, key projects and enhancements to improve workflows, efficiencies and automation.

Client Onboarding Responsibilities

• Support the end-to-end client onboarding process, liaising with key internal stakeholders (including Client Solutions, Legal and Compliance teams).
• Maintain onboarding pipeline and distributable reports to provide visibility on clients/closings through to notices for operational set-up within internal systems and external administrators.
• Build strong relationships with internal stakeholders, assist the team with ad-hoc projects and process improvements to enhance controls and create efficiencies across the business.

Knowledge & Experience Required

• Strong academic credentials in Business, Finance, Economics, Accounting, or a related field.
• Prior work experience within financial services (preferably private markets or asset management) is advantageous.
• Strong written and verbal communication skills.
• Excellent attention to detail, with strong proofreading and organizational skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Confident working both independently and collaboratively across teams and seniority levels.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong analytical, numerical, and problem-solving skills.
• Self-motivated, proactive, and solutions-oriented mindset.

This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.

[Employer hidden — sign up to reveal] is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.