Financial Services, Investment Management

Client Relationship Associate

Boston, MAHybridFull Time$100,000–$150,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

client service
client relationship
client onboarding
investment management
financial markets
FINRA Series 7
FINRA Series 63
client-focused mindset
CRM systems
data analysis

Nice to have

AI
analytics tools
digital platforms
business development

Role summary

EMights Capital Group is seeking a Client Relationship Associate to manage the client experience from onboarding through the entire client lifecycle. This role involves strengthening relationships through proactive engagement, tailored interactions, and consistent value delivery. The Associate will partner with the Business Leader on contact management and sales enablement to drive business growth. Key responsibilities include managing renewals, conducting client check-ins, monitoring engagement metrics, developing proactive plans, and identifying opportunities for upselling. The ideal candidate has 3-5 years of experience in client service within investment management, strong analytical and communication skills, and holds FINRA Series 7 and 63 licenses. Experience with CRM systems, data analysis, and a client-focused mindset are essential.

The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is responsible for strengthening relationships through proactive engagement, tailored interactions, and consistent delivery of value. The Associate will also work directly with the Business Leader on contact management and sales enablement initiatives that contribute to business growth.The ideal candidate is proactive, commercially minded, and relationship-oriented, with the ability to use CRM systems, analytics, and digital platforms to understand client engagement, anticipate needs, and deliver an exceptional client experience.

Responsibilities

The candidate is expected to:

Manage the client experience from prospect onboarding throughout the client lifecycle, ensuring a consistent, high-quality experience

Proactively manage client renewal processes and coordinate contract terms in partnership with appropriate internal stakeholders

Build and maintain strong relationships with key client contacts and users across assigned accounts

Conduct regular client check-ins and strategic reviews to understand priorities, reinforce value, and identify evolving needs

Monitor client engagement, usage, and relationship metrics to identify trends, potential risks, and opportunities for deeper engagement

Develop proactive engagement plans for accounts showing signs of reduced activity or other retention risk

Share relevant investment content, thought leadership, and market insights to maintain ongoing client engagement and reinforce value

Promote webinars, Q&A sessions, and periodic events that provide clients with timely access to relevant insights and team perspectives

Partner with the Business Leader on contact management and sales enablement activities that support business development and relationship growth

Identify opportunities to introduce relevant premium solutions, add-on services, or expanded offerings aligned with client objectives

Coordinate internal follow-up across the investment, distribution, marketing, and operational teams to support timely resolution of client needs

Maintain clear and actionable account notes, engagement plans, and follow-up activities within the CRM system

Prepare client engagement summaries and relationship updates to support discussions with the Business Leader and broader team

Support targeted outreach initiatives that strengthen client engagement, retention, and business development activity

Perform other duties and responsibilities as assigned in support of the EMsights client experience and business development efforts

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

3–5 years of experience in a client service, client relationship, or client onboarding role within the investment management industry

Demonstrated ability to build trusted relationships and foster long-term partnerships with clients and internal stakeholders

Interest in financial markets, with intellectual curiosity around global economic, political, and market developments

FINRA Series 7 and 63 licenses required

Client-focused mindset with a strong commitment to delivering responsive, thoughtful, and high-quality service

Proactive and self-directed approach, with the initiative to anticipate needs and identify solutions

Excellent written and verbal communication skills

Strong organizational skills with the ability to manage multiple client priorities, follow-ups, and deadlines simultaneously

Sound judgment and creative problem-solving skills in a dynamic, relationship-driven environment

Experience working with CRM systems and maintaining timely, accurate, and actionable client and prospect information

Ability to interpret client engagement and usage data and translate insights into practical sales and relationship-management initiatives

Technology fluency and comfort learning and using AI, analytics tools, digital platforms, and evolving client-engagement technologies to create efficiency and identify opportunities for the team

Strong ability to collaborate cross-functionally and work effectively with senior business leaders and internal partners

Strong technical aptitude with the ability to learn new systems and apply data and analytics to client and business-development objectives

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined based on Firm and individual performance.

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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