Client Services Associate Client Services Associate …

William Blake Consulting Ltd
à Londres, Angleterre, Royaume-Uni
Intérim, Plein-temps
Dernière candidature, 24 nov. 20
Competitive base salary plus benefits
William Blake Consulting Ltd
à Londres, Angleterre, Royaume-Uni
Intérim, Plein-temps
Dernière candidature, 24 nov. 20
Competitive base salary plus benefits
A reputable global asset manager is looking for a Client Services Associate to join a team of professionals focusing on UK and some European institutional clients. The opportunity is to manage a portfolio of institutional clients, dealing with queries and presenting both over VC and in person. Initially a fixed term contract, this position has the opportunity to convert to a permanent role if things go well.

Responsibilities:

  • Daily point of contact for circa 10-20 institutional clients 
  • Working directly with clients and their investment consultants on all queries and requests for information
  • Providing a prompt response to client queries which will require you to coordinate with multiple internal stakeholders across the global business, from Portfolio Managers/Investment teams, RFP/Marketing, Legal & Compliance and Operational teams, in order to obtain accurate and timely information.
  • Coordination of and assistance in the production of client meeting books, ensuring any materials and meetings notes are captured in Salesforce
  • Assisting with client transitions; working as part of a team to ensure the successful on boarding of new mandates

Requirements:

  • Proven experience in institutional asset management in a client service or reporting role
  • Good understanding of different asset classes and both active fundamental and quantitative investment approaches
  • Excellent communication skills and confidence in dealing with clients and internal stakeholders
  • Strong emphasis on relationship building, client satisfaction and service, including responding to clients on a timely basis
  • Attention to detail and accuracy in all matters
  • Strong analytical ability and in depth understanding of detailed investment reports, portfolio valuations, transaction statements, etc
  • Desire to further career in institutional client relationship management
  • Ideally candidate would hold the Investment Management Certificate (IMC) qualification or be prepared to obtain it within 18 months of joining
  • Familiarity with Salesforce or similar CRM databases would be advantageous
William Blake Consulting Ltd logo
Offres similaires
Plus d'offres
Close
Loading...
Loading...