Apply for Client Care/Solutions Associate Role at CBRE

Netherlands Job Openings

CBRE

Client Care/Solutions Associate

Amsterdam

FULL TIME

October 24, 2024

Client Care/Solutions Associate

Job ID

188580

Posted

24-Oct-2024

Service line

REI Segment

Role type

Full-time

Areas of Interest

Customer Service, Investment Management, Property Management

Location(s)

Amsterdam '- Noord-Holland - Netherlands

Role Purpose

The successful candidate will play a high profile and integral role within Client Care, providing product management and client service, and supporting the wider Client Solutions team. All investor communications are channelled through Client Care which strives to provide a centre of excellence and first port of call for investors. Client Care members are responsible for servicing clients across a fund/group of funds/separate accounts, working alongside the finance and portfolio teams in executing strategy, delivering on promises to investors, and supporting fund growth.

Client Care operates as part of a hub within which all information is centralised and shared to ensure best practice and to promote consistency across funds. You will be resposible for the coordination and management of investor requests, reporting, materials and communications throughout the investor life cycle.

Responsibilities

Responsible for Client Care activities for a defined fund/group of funds/separate accounts
Key contact for day to day investor queries
Distribution of investor welcome packs, standard reporting, formal communications
Organization of Investor meetings and Advisory Board meetings, and taking minutes when necessary;
Assist with the production and coordination of all product communications, working closely with Marketing, Legal, Finance and Fund teams to deliver marketing materials, RFPs, standard & bespoke reporting, questionnaires, presentations, and ad hoc communications
Contribute to proposed marketing activity: presentations, due diligence days, roadshows, and investor meetings
Production of RFPs (managing the process, production of overall document, writing specific responses and quality control of final product)
Facilitate client onboarding by acting as a central liaison supporting the client, fund teams, Client Solutions and other stakeholders where needed, ensuring a timely and efficient process
Responsible for document, data and systems management: implement a centralised workflow to Investors, Fund Managers and Client Solutions , ensuring quality and integrity of data
Salesforce CRM platform management: dashboards, content, tracking, closings & pipeline, and contact. Ensure Client Solutions and Fund expectations are aligned

Person Specification

Excellent organisation and time management skills - ability to prioritise and coordinate tasks efficiently ensuring all deadlines are met
Strong project management skills
Maintains a positive attitude towards routine tasks
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 is absolutely essential, 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

Skills Required

Good IT skills (Word, Excel, Power Point). Experience of Salesforce would be advantageous, but not essential
Strong presentation and communication skills, both verbally and in writing
Demonstrate understanding of legal documentation and KYC procedures
Sound understanding of basic accounting principles
Ideally 5+/- years working in professional services, real estate or finance would be highly advantageous
Experience working within a Client Care/Business Development function in a professional services firm would be advantageous

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..

CBRE Investment Management is 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).

#CBREIM

We regret to inform you that this job opportunity is no longer available as it has expired

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