Sales and Distribution - Client Relations
Client Relationship Assistant F/M
Permanent
Candriam is a global multi-specialist asset manager and a recognized pioneer and leader in sustainable investment. For more than 25 years, Candriam has offered innovative and diversified investment solutions across many asset classes including fixed income, equities, absolute return , asset allocation and illiquid assets.
As a Responsible Employer, Equal Employment Opportunity is crucial to Candriam. We are committed to building the best global team that represents a variety of backgrounds, perspectives, and skills. We provide an inclusive work environment and support wellbeing and work-life balance.
As a Client Relationship Assistant, you play a key role in coordinating office management, marketing activities and sales support within Sales & Distribution. Acting as a central interface between local teams the client relationship assistant will be the operational and relational backbone of the Swiss Sales office.
The successful candidate will be someone who combines strong organisation, excellent communication, stakeholder management, flexibility, and a genuine service mindset while thriving in a friendly, collaborative, and sales-oriented environment.
- Manage and coordinate office-related activities for both Zurich and Geneva
- Plan, organize, and execute industry events, conferences, and roadshows
- Coordinate event and marketing budget planning in close collaboration with local sales and central marketing teams
- Oversee the production and quality control of marketing materials and content, including proofreading
- Provide comprehensive support to sales teams on internal processes and client-related requests
- Assist with operational activities and broader country management tasks
- Act as Salesforce expert, ensuring data accuracy through database maintenance and regular updates
- Monitor and coordinate ad hoc projects across teams and functions
- Serve as the local IT coordinator for hardware, software, printers, and mobile devices
- Support Relationship Managers by preparing client presentations, reports, and meeting materials.
- Help manage day-to-day client requests and ensure timely responses in collaboration with the Sales Support and Client Servicing teams.
- Update and maintain client data in CRM tools to ensure accurate pipeline tracking, segmentation, and reporting.
- Contribute to internal reporting activities by collecting and structuring relevant data points and documentation.
- Assist with the organisation of client events, meetings, and follow-ups, ensuring logistics and materials are delivered to a high standard.
- Collaborate closely with international teams to ensure alignment across business units and geographies.
Minimum of 6 years of professional experience in a similar role (e.g., sales support, marketing coordination, or office management), ideally within financial services
Proven experience working with marketing teams, external partners, and senior internal stakeholders
Strong client focus with a high level of service orientation
Excellent organizational and multitasking skills with strong attention to detail
Ability to manage multiple priorities in a fast-paced environment
Strong interpersonal and communication skills, with a collaborative mindset
Fluency in English/ German and French are strong advantages
Excellent communication skills, both verbal and written, with a client-oriented mindset.
Proficient in Microsoft Office, particularly Excel and PowerPoint; familiarity with CRM tools is an asset.
Team-oriented, flexible, and proactive, with a strong sense of accountability and service quality.
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