Jobs via eFinancialCareers · 1 day ago
Client Management Associate - Sawgrass Asset Management
Ponte Vedra Beach, FL
Full-time
Onsite
Mid Level
3+ years expSawgrass Asset Management is an employee-owned Registered Investment Advisor seeking a Client Management Associate to join their institutional client service team. The role involves supporting business development, client relationship management, and investment operations, with a focus on enhancing the client experience.
Financial Services
Responsibilities
Maintain and update marketing collateral (pitchbooks, presentations, digital assets)
Ensure brand consistency and compliance across all materials
Lead drafting of RFPs and DDQs for institutional clients
Complete daily processes to ensure accurate functionality of trade operations
Support trade operations and resolve operational issues promptly, including daily recon, trade settlements and corporate actions
Monitor and maintain data integrity across CRM and performance systems
Coordinate quarterly updates for performance data and disclosures
Collaborate with compliance for timely approvals
Qualification
Required
Bachelor's degree + 3–5 years in financial services
Strong proficiency in Microsoft Office; experience with CRM and data systems
Excellent organizational, analytical, and communication skills
Ability to think critically and manage multiple priorities in a fast-paced environment
Preferred
Familiarity with Salesforce, Seismic, FactSet, Bloomberg
Knowledge of trade operation mechanics
Benefits
Competitive compensation and benefits package.
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase