Europe Client Solutions Specialist

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

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.