Develop proactive engagement plans for accounts showing signs of reduced activity or other retention risk
Share relevant investment content, thought leadership, and market insights to maintain ongoing client engagement and reinforce value
Promote webinars, Q&A sessions, and periodic events that provide clients with timely access to relevant insights and team perspectives
Partner with the Business Leader on contact management and sales enablement activities that support business development and relationship growth
Identify opportunities to introduce relevant premium solutions, add-on services, or expanded offerings aligned with client objectives
Coordinate internal follow-up across the investment, distribution, marketing, and operational teams to support timely resolution of client needs
Maintain clear and actionable account notes, engagement plans, and follow-up activities within the CRM system
Prepare client engagement summaries and relationship updates to support discussions with the Business Leader and broader team
Support targeted outreach initiatives that strengthen client engagement, retention, and business development activity
Perform other duties and responsibilities as assigned in support of the EMsights client experience and business development efforts
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
3–5 years of experience in a client service, client relationship, or client onboarding role within the investment management industry
Demonstrated ability to build trusted relationships and foster long-term partnerships with clients and internal stakeholders
Interest in financial markets, with intellectual curiosity around global economic, political, and market developments
FINRA Series 7 and 63 licenses required
Client-focused mindset with a strong commitment to delivering responsive, thoughtful, and high-quality service
Proactive and self-directed approach, with the initiative to anticipate needs and identify solutions
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple client priorities, follow-ups, and deadlines simultaneously
Sound judgment and creative problem-solving skills in a dynamic, relationship-driven environment
Experience working with CRM systems and maintaining timely, accurate, and actionable client and prospect information
Ability to interpret client engagement and usage data and translate insights into practical sales and relationship-management initiatives
Technology fluency and comfort learning and using AI, analytics tools, digital platforms, and evolving client-engagement technologies to create efficiency and identify opportunities for the team
Strong ability to collaborate cross-functionally and work effectively with senior business leaders and internal partners
Strong technical aptitude with the ability to learn new systems and apply data and analytics to client and business-development objectives
Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
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