My client, A top Asset Management firm are looking to hire a Client Services executive.
The core objective of the role is to provide a high level of service to clients alongside administrative support to the Investment team as well. With that you will be performing high-quality administrative support for ongoing business development opportunities.
Key tasks
• Communicating with clients on a day-to-day basis, taking detailed and accurate telephone messages and closely monitoring emails
• Keeping the team informed at all times of client requests to ensure they are actioned in a timely manner
• Ensuring client communication adheres to company standards
• Undertaking electronic client filing: daily scanning and filing of all correspondence, and tracking client emails and telephone calls using CRM Other daily responsibilities:
• Client payments and receipts using Symphony and CRM
• Opening and closing client accounts - liaising with Operations, Compliance & Tax
• Supporting client activity on the investor portal, including proactive monitoring of activity and responding to service requests
• Adhoc mail merges
• Suitability Assessments - ensuring all deadlines are met
• Booking of client meetings and lunches
• Client Mood spreadsheet - completing in a timely manner each month
• Producing client presentations
• Producing adhoc client valuation and tax reports
• Coordinating the team's daily CRM tasks
• Inbox management across the team
• Management and proactive coordination of the Investment Directors schedule daily
• Provide admin support for ongoing BD activities Quarterly Valuations - managing the process, ensuring all valuation reports are sent out by compliance deadline:
• Producing the mail merge
• Cross checking figures
• Liaising with the valuations team
• Collating reports and letters to be sent out
• Scanning and filing client letters Job description Other To the extent not already covered: -
The right Applicants will possess -
- A high standard of oral and written communication
- Strong attention to detail and accuracy
- Excellent multi-tasking skills
- The ability to be self-disciplined and exceptionally organised
- A willingness to accept responsibility and take accountability for own actions and behaviours
- An attitude of care and consideration towards others with the ability to build relationships.
- A high level of energy and enthusiasm to working, with a positive and friendly attitude
If the above suits your experience and career goals, then please apply today with an up-to-date CV.