Description
The Client Relationship Associate manages the EMsights Capital Group client experience from prospect onboarding through the client lifecycle, coordinating renewals, contract terms, account check-ins, retention plans, premium solutions, events, and cross-functional follow-up. The role partners with the Business Leader on contact management, sales enablement, and business development while using CRM systems, analytics, and digital platforms to monitor engagement and identify opportunities. Candidates should have 3–5 years of relevant client-service or client-onboarding experience in investment management, FINRA Series 7 and 63 licenses, strong communication and organizational skills, and the ability to interpret client data. The base salary is $100,000–$150,000, with possible discretionary bonuses.
