Client and Sales Support Associate

Job Description

Overview
Provides critical support to the institutional sales, marketing, and client service teams at Knights of Columbus Asset Advisors, with a strong emphasis on financial intermediary relationships. Facilitates and executes sales and marketing initiatives, client reporting, and helps to streamline operational processes. Serves as key point of contact for client and financial intermediary inquiries, onboarding, and communications, while ensuring accurate CRM data management and support across platforms. Key Liaison for our intermediary channels in supplying and maintaining compliance-approved marketing materials across all platforms.

Core Responsibilities
Provide sales support with a primary focus on financial intermediaries, including consultants, platforms, and other key partners.
Serve as the main point of contact for incoming communications from financial intermediaries, as well as an additional team contact for clients and prospects.
Assist in the preparation and customization of marketing materials, client deliverables, and RFP responses.
Produce and update quarterly investment materials and manage the creation of ad hoc client and financial intermediary-facing content.
Manage and continuously improve the marketing and client reporting process, identifying opportunities for increased efficiency and accuracy.
Support onboarding and initial account funding, collaborating with Operations, Trading, and other departments to ensure a seamless experience.
The ability to act as an additional liaison between sales, clients, and internal teams on operational items such as trading logistics, distributions, portfolio rebalances.
Track sales activity and engagement within financial intermediaries; assist with pipeline reporting and territory analytics.
Maintain and optimize CRM systems (Salesforce and Microsoft Dynamics), acting as in-house expert for data integrity, troubleshooting, and team training.
Maintain and optimize our 4U platform, as well as onboarding Broadridge, acting as an in-house expert for data integrity, troubleshooting, and team training.
Support external platform engagement and ensure all platform-related client servicing needs are met.
Collaborate with SEI, our fund administrator, to help with the onboarding of platforms and service agreements.
Skills Qualifications
Required:
Strong communication and interpersonal skills with a customer service orientation
Time management and organizational abilities
Investment product knowledge is desirable, and familiarity with operational procedures
Detail oriented
Microsoft Office, including Word, Excel, and PowerPoint
Salesforce CRM or a similar desirable
Knowledge of database software is desirable
SIE, Series 7, and Series 66 FINRA licenses required
Education
Required:

BA or BS degree in marketing, finance, or related field
3-7 years of experience in financial services, preferably in financial intermediaries, client service, or an investor relations role
SIE, Series 7, and Series 66 FINRA licenses required
Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $59,200 - 91,700.

Authorization to work in the United States is required.
This position is not eligible for visa sponsorship.

Physical Demands
Must be able to remain in a stationary position for a majority of the workday.
KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.

Professional Development: Certifications, designation, and tuition reimbursement.

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

Short-term disability and term life insurance fully paid for by the company;
Up to 12 weeks of childbirth leave under STD policy.
One week of fully paid parental leave for all new parents, including adoptive and foster parents.
A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
Long-term disability insurance;
Dental insurance;
Vision insurance;
Health club membership reimbursement;
Employee Assistance Program

About the Employer

The Knights of Columbus is the world's largest Catholic fraternal organization, with more than 1.8 million members in over a dozen countries. Founded in 1882, the Knights of Columbus both offers and promotes a parish-based model for Catholic lay leadership and service, and is a fraternal benefit society that provides life insurance for members and their families.

With over $100 billion of insurance in force, and more than $21 billion in assets under management, the Knights of Columbus is a Fortune 1000 company. There is no more highly rated insurer in North America than the Knights of Columbus.