Client Solutions Support Associate

Partners Capital Investment Group; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services firm is looking for a PCAAM Client Solutions Support Associate to enhance sales effectiveness and manage client engagements. The role involves supporting the European Client Solution team with CRM management, tracking sales activities, and coordinating client outreach campaigns. Candidates should have sales support experience, fluency in English and French, and be proactive in a dynamic environment. The firm offers competitive compensation and benefits as well as career development opportunities.

Benefits

Private medical insurance

Life insurance

Income protection

Pension contributions

Wellness benefits

Volunteer day

Qualifications

• Experience in sales support or client solutions within financial services.
• Familiarity with CRM systems and reporting.
• Strong analytical and organizational skills.
• Fluency in English and French is required.

Responsibilities

• Provide day-to-day support to the European Client Solution team.
• Manage the CRM system ensuring high data quality.
• Track sales activity and monitor execution of tasks.
• Coordinate and support client events and roadshows.
• Ensure compliance with data protection regulations.

Skills

Sales support experience

CRM familiarity

Organizational skills

Analytical skills

Communication skills

Proactive mindset

Fluency in English

Fluency in French

Tools

Salesforce

Job description

PCAAM Client Solutions Support Associate, London or Paris

London

Role Description

The PCAAM Client Solution Support Associate will provide day-to-day support to the European Client Solution team, enhancing sales effectiveness, client coverage and outreach across the region. The role is designed to create leverage for senior Client Solution team professionals by improving structure, data quality, discipline and scalability in client engagement, reporting and marketing activity.

The Client Solution team is responsible for distributing funds through financial institutions and comprises European sales professionals based in continental Europe. They work closely with product specialists based in London. This role will work closely with Sales, Product Specialists and Marketing.

• Own and manage the CRM system, ensuring high data quality, consistent usage and robust reporting.
• Track sales activity, client interactions, pipeline development and coverage metrics.
• Track and monitor execution of agreed upon tasks and initiatives.
• Identified top of funnel targets in new markets in line with distribution strategy for initial outreach.
• Produce regular management reports and ad-hoc analysis to support sales strategy and prioritisation.
• Manage and maintain the client and product document repository, and proactively coordinate with Product Specialists to ensure materials are up to date and readily accessible to sales professionals.
• Coordinate client outreach campaigns using the CRM (email distributions, follow-ups, impact tracking).
• Monitor campaign effectiveness and provide insights to refine future initiatives.
• Work with the Marketing team to plan and execute LinkedIn and digital campaigns targeting European intermediaries.

PR & Event Support

• Coordinate and support the organisation of client events, roadshows and conferences across European locations.
• Assist with logistics, invitations, follow-ups and post-event reporting.
• Act as a central point of coordination between Client Solutions, Marketing and external providers where required.

Team & Stakeholder Support

• Act as a trusted partner to senior sales professionals, helping them focus time on high-value client interactions.
• Contribute to the continuous improvement of sales processes and tools.

Other

• Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

We are open to hiring for this position in either Paris or London.

Key Requirements

• Experience in sales support, sales enablement, client solutions, distribution support or a similar role within asset management, private markets or financial services.
• Familiarity with CRM systems and reporting (e.g. Salesforce or equivalent).
• Highly organised, detail-oriented and comfortable working across multiple stakeholders and geographies.
• Strong analytical and communication skills.
• Proactive, service-oriented mindset with the ability to operate in a fast-paced, entrepreneurial environment.
• Fluency in English and French required; additional European languages (German, Italian) a plus.

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible “results-focused” working model.

Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.