Client & Sales Support Associate

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

 

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East.  We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

 

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We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

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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