Note: The job is a remote job and is open to candidates in USA. Alliance Global Advisors is a women-owned consulting firm focused on developing strategic growth solutions for real asset investment managers. The Real Assets Analyst — Client Service supports assigned client accounts by managing communication, coordination, deliverables, meetings, client performance analysis and engagement execution.
Responsibilities
- Serve as the primary day-to-day client service contact for assigned client accounts, ensuring responsive communication and exceptional service delivery
- Respond promptly to client inquiries, acknowledging all requests within 24 hours with either a resolution or a clearly communicated timeline for completion
- Own and maintain the client deliverable planner, ensuring all commitments, deadlines, owners and project milestones are accurate, current and visible to internal stakeholders
- Coordinate client onboarding and offboarding activities, including account setup, system and file access, documentation and transition planning to ensure a seamless client experience
- Partner with the Executive Assistant to help ensure CRM data integrity by maintaining current and accurate client account information, including organizations, key contacts and deal activity in HubSpot
- Author first drafts of client deliverables and route them through senior review before they reach the client
- Manage client requests end to end, holding a high bar for accuracy, internal consistency and on-brand presentation
- Track deliverables across the engagement so commitments made in one meeting are closed out before the next
- Prepare agendas, meeting materials and pre-read packages for recurring client calls
- Take an active speaking role in client meetings, presenting the portions of the work you authored
- Capture and lead debriefs after each client call and convert them into tracked action items
- Support preparation for quarterly executive strategy calls and annual renewal conversations
- Build trusting relationships across each client organization that will lead to your ability to identify and flag gap areas and opportunities for the broader client team that lead to greater client satisfaction
- Own Alliance Work Products that help drive insights shared with clients and support our client engagements. Some of these ongoing projects include:
- Assist with updating and maintaining select Competitive Set Analysis files on a quarterly basis
- Assist with generating ideas and producing on-brand content for the Alliance website, including blog posts, podcasts, videos, etc
- Stay abreast of changing market conditions and industry best practices, notifying the Alliance Leadership Team of critical changes
Skills
- Bachelor's degree; advanced degree or internships in real estate a plus
- 1–3 years of relevant experience
- Exceptional organization and follow-through, with the ability to manage competing deadlines across multiple accounts
- Strong written and verbal communication, including the confidence to speak with senior client contacts
- Advanced Proficiency with Microsoft 365 (PowerPoint, Excel, Teams, SharePoint) and CRM tools
- Experience with AI LLMs (Co-Pilot and Claude) is strongly preferred
- Detail-oriented and committed to producing client-ready work
- Able to work independently and reliably in a remote environment
- Team-oriented with a desire for continuous growth
Benefits
- Mentorship
- Flexible work arrangements
- Opportunities to work closely with leaders across the real assets industry
- Remote, flexible team environment
- Discretionary annual bonus tied to individual and firm performance
Company Overview