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Corporate Relationship Management & Operations – Associate

Corporate Relationship Management & Operations – Associate

CompanyCapstone
LocationWashington, DC, USA
Salary$65000 – $80000
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Bachelor’s or equivalent degree
  • Relevant work and/or internship experience
  • High academic achievement
  • Must be a U.S. citizen or permanent resident

Responsibilities

  • Facilitate and help deliver work product directly to clients.
  • Serve as point of contact to the firm’s top corporate accounts, and provide strategic insight into ways to deliver excellence for our corporate clients around the world.
  • Manage marketing trips and client events, create and prepare presentations, review logistics and coordinate with the internal and external teams.
  • Facilitate proposals and prepare engagement letters for new clients and projects.
  • Accurately maintain information in our CRM database and create actionable reports.
  • Build relationships with contacts at organizations by identifying pain points and proactively identifying how to address.
  • Organize and reconcile client legal and compliance documents.

Preferred Qualifications

  • Must be highly organized and extremely detail oriented
  • Ability to work independently as well as part of a team
  • Strong interpersonal and communication skills
  • Ability to manage multiple competing priorities, including coordinating schedules and diverse client needs.
  • Ability to be a coalition building both internally and externally
  • Interest in both policy and regulations in Washington, DC as well as the financial markets.
  • Working knowledge of Microsoft Office, Salesforce or other CRM knowledge.