Netherlands Job Openings
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CBRE
Client Care/Solutions Associate
Amsterdam
FULL TIME
October 24, 2024
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
- 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..
#CBREIM
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