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CBRE Associate - Client Care in London, United Kingdom

Associate - Client Care

Job ID

136684

Posted

14-Sep-2023

Service line

REI Segment

Role type

Full-time

Areas of Interest

Investment Management, Purchasing/Procurement, Transaction Management

Location(s)

London - England - United Kingdom of Great Britain and Northern Ireland

We are currently recruiting for an Associate to join our Client Care team, based at our London office in St Paul's. The Associate will play a high profile and integral role within Client Care (the “Team”), providing product management and client service for our value add series of global indirect real estate funds, and for our indirect real estate separate accounts.

All investor communications are channeled 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. The Candidate will be responsible 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

  • Point of contact within Client Care for allocated business lines

  • Key contact for day to day investor queries

  • Production of RFPs, particularly separate account RFPs (managing the process, production of overall document, writing specific responses and quality control of final product)

  • Creation of bespoke pitch documents in PowerPoint from scratch

  • Distribution of investor welcome packs, standard reporting, formal communications

  • Organization of quarterly webcasts, annual meetings and advisory boards

  • 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

  • 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

  • Streamline processes for document management and data integrity

  • 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

  • Strong analytical skills when working with client financial information

  • Experience working with CRM systems

  • Pro-active and enjoys working autonomously and as part of a wider team

  • Good interpersonal skills and confident in speaking to senior stakeholders

  • Confident and assertive where required

  • Flexible approach to work, with the ability to work under pressure

  • Team player who deals effectively with colleagues and clients

  • Working knowledge of and experience in the real estate industry is desired

Skills Required:

  • Good IT skills (Word, Excel, PowerPoint). 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

  • Ideally 5+/- years working in professional services, real estate or finance would be highly advantageous

  • Strong background in writing and project managing RFPs and pitches, creating from scratch

  • Experience working within a Client Care/Business Development function in a professional services firm would be advantageous

#CBREIM

Investment Management

CBRE Investment Management is a leading global real assets investment management firm operating in over 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, users, people and communities thrive.

Find out more (http://www.cbreim.com)

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

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