Client Relations Associate
Our investment banking client in Downtown Houston is looking for a dedicated team member to join their firm as a Client Relations Associate. In this role, you assist in client service, marketing initiatives, and general office administration, reporting directly to the Client Relations Manager. Your responsibilities will encompass:
- Performing updates and modifications to materials using Microsoft PowerPoint, Word, and Excel, including the preparation of monthly and quarterly client reports.
- Compiling and organizing materials for client and prospect meetings.
- Formatting, producing, and distributing investment-related documents such as newsletters, customized mailings, and miscellaneous correspondence, as needed.
- Collaborating on the creation of tailored PowerPoint presentations for speakers.
- Ensuring all necessary materials for meetings, such as brochures, background information, maps, and correspondence, are in order.
- Liaising with internal and external stakeholders to assist client service and marketing professionals in meeting or surpassing client service expectations.
- Supporting the marketing efforts of the firm, including preparing responses to Requests for Proposals (RFPs) and questionnaires, as well as updating industry databases.
- Assisting with travel arrangements and various general office duties as assigned.
To succeed in this role, you must be highly organized and a detail-oriented individual with a positive attitude and collaborative approach. You must also be comfortable working effectively within teams to ensure smooth workflow and meet deadlines. Other qualifications include:
- Bachelor’s degree required; office experience preferred
- Strong proficiency in Microsoft PowerPoint and Excel
Thank you for your interest in this role, but this position is now closed. We encourage you to still submit your resume to email@example.com for future opportunities that may align with your skills and experience. Thank you!