Client Solutions Associate

1 maand geleden


Amsterdam, Noord-Holland, Nederland CBRE Voltijd
Job Title: Client Care/Solutions Associate

Job Summary:
CBRE Investment Management is seeking a highly skilled Client Care/Solutions Associate to join our team. As a key member of our Client Care team, you will play a critical role in providing exceptional client service and supporting the growth of our business.

Key Responsibilities:
- Provide client care activities for a defined fund/group of funds/separate accounts
- Serve as the primary point of contact for day-to-day investor queries
- Distribute investor welcome packs, standard reporting, and formal communications
- Organize investor meetings and advisory board meetings, and take minutes when necessary
- Assist with the production and coordination of all product communications, working closely with marketing, legal, finance, and fund teams
- Contribute to proposed marketing activity, including presentations, due diligence days, roadshows, and investor meetings
- Produce RFPs, managing the process, production of the overall document, writing specific responses, and quality control of the final product
- Facilitate client onboarding by acting as a central liaison supporting the client, fund teams, Client Solutions, and other stakeholders
- Manage document, data, and systems, ensuring quality and integrity of data
- Manage the Salesforce CRM platform, dashboards, content, tracking, closings, and pipeline, ensuring Client Solutions and fund expectations are aligned

Requirements:
- Excellent organization and time management skills, with the ability to prioritize and coordinate tasks efficiently
- Strong project management skills
- Accurate and exceptional attention to detail
- Experience working with CRM systems
- Pro-active and enjoys working autonomously and as part of a wider team
- Strong analytical skills when working with client financial information
- Fluency in Dutch and English, including strong writing skills
- Good interpersonal skills and confident in speaking to senior stakeholders
- Flexible approach to work, with the ability to work under pressure
- Team player who deals effectively with colleagues and clients

About CBRE Investment Management:
CBRE Investment Management is a leading global real assets investment management firm with $142.5 billion in assets under management as of June 30, 2024, operating in more than 30 offices and 20 countries around the world. We are an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue).
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