Sales Support Associate

Role & Responsibilities:

  • Contribute to sales activity by co-ordinating meetings, emails and client follow up. Be proactive in identifying sales opportunities and communicating these to the Investment Sales Managers.
  • Provide dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity.
  • Provide consolidated information obtained from category management, marketing, fund operations, client servicing and fund management areas to the sales team for use in the sales process.
  • Provide high quality support to intermediaries dealing with technical queries both pre and post sale by responding to all inbound client queries

Skills required:

  • Previous Financial Services experience
  • Previous experience working with European Investment clients
  • Experience working with European Investments
  • A strong track record of working in a client service role
  • IMC qualified or studying towards qualification or equivalent
  • Excel, PowerPoint, Word, Microsoft Office, Lipper, Salesforce / Financial Clarity (CRM)
  • Excellent customer service skills combined with a confident telephone manner
  • Excellent communication and negotiation skills
  • Comfortable organising meetings, managing CRM and e-mail flow

To hear more about this challenging opportunity, please call Robert Cook on 020 7847 8870 or email

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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