Client Services Executive - London, United Kingdom
£24,000.00 - £27,000.00
Our client is a well-renowned investment banking group with over 30 years of success and is looking for another Investor Services Exectutive to join their rapidly growing company. So far they have offices throughout UK and Germany and manage over £900m worth of funds. The role will be within the Fund Management team who have a focus on growth capital for UK SMEs, property finance and listed equities. We take seriously the importance of understanding our clients, investors, markets and our products.
You will be working in a bright, ambitious and passionate team of 4 which is set to grow in the immediate future. Our client has a non-hierarchical and meritocratic approach which results in a close-knit team with a unified goal. They believe that success is produced by and belongs to all.
They have a competitive benefits package based on performance which include a day off on your birthday, and plenty of different classes in photography, sushi-making and any interests that you have. Every year they choose a charity to support and have multiple great initiatives that help them raise funds in a fun way!
Responding to incoming investor and adviser queries via phone, email and letter in a timely manner and in adherence with quality and compliance standards
Production of regular data files, custodian instructions and completion of various other operational tasks
Management of third party reporting requirements and ad hoc data requests
General administrative tasks eg. processing of client application forms
Working as part of a team to deliver exceptional service to all clients and taking ownership on following up and helping to chase on progress if required.
Maintain client and Account records held on internal CRM system
Other ad hoc duties as requested from time to time
Knowledge and Experience:
Strong academic record
Some experience in an Asset Management/Financial Services role would be beneficial
Excellent knowledge of Word, Excel, PowerPoint and Outlook
Experience of dealing with clients in a professional and confidential manner
Desire to provide quality service and support
Ability to communicate effectively at all levels of the organisation as well as with external stakeholders
Proactive with an ability to work in a fast paced and challenging environment
Accurate and efficient word and data processing skills
Keen attention to detail and ability to learn and pick-up new processes quickly
Hard working and organised
Ability to prioritise
If you feel that this role sounds perfect for you, please apply online!
London, United Kingdom
Admin / Administrator
Apply for this Position
Job Title: Client Services Executive
Location: London, United Kingdom
Job Type: Perm Position
Reference ID: 828322
Posted Date: 22/08/2019