Client Relations Associate

Harding Loevner LP
Bridgewater, NJ Full Time
POSTED ON 1/10/2024 CLOSED ON 1/30/2024

Job Posting for Client Relations Associate at Harding Loevner LP

Harding Loevner is seeking a Client Relations Associate to join its Client Management team. The Associate will collaborate with the Relationship Managers on the Client Management team and multiple internal departments while building and maintaining relationships with our clients. The firm’s global client base includes leading global investment institutions, sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. The Client Relations Associate will be provided the opportunity to understand investment decision-making and connect with clients and their intermediaries on a variety of operational and relationship management tasks. The position provides exposure to many aspects of the investment management business, including compliance and risk analysis, data analysis, investor relations, and presentation and communication projects. The exposure gained through the role provides a Client Relations Associate an opportunity to develop subject matter expertise and lead his or her peers in various areas of interest.

The Client Relations Associate role will appeal to candidates who have the desire to coordinate and participate in client-facing interactions, collaborate with colleagues to resolve client issues, work on projects where leadership opportunities are common, and engage upper management on daily tasks and special projects.

Responsibilities include:

  • Proactively build and manage relationships with clients
  • Support client needs, including responding to investment and operational-related inquiries
  • Coordinate new client onboarding while collaborating with legal and compliance, business development, and client operations
  • Participate in client meetings; work with colleagues to prepare materials and coordinate presentations
  • Manage client custom reporting, including investment commentary
  • Develop expertise in multiple investment vehicles and engage with critical vendors

This role is best suited for candidates who have:

  • Bachelor’s degree with a strong interest in investment management
  • Up to two years of experience, preferably in client relations or investor relations
  • Excellent written and verbal communication skills
  • Demonstrated problem-solving and organizational skills
  • Proficiency in Microsoft Office Suite
  • Interest in pursuing the CFA designation

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