Client Service Analyst, Asset Management Client Service Analyst, Asset Management …

Litchfield Search
in London, United Kingdom
Permanent, Full time
Last application, 26 Nov 21
Highly competitive
Litchfield Search
in London, United Kingdom
Permanent, Full time
Last application, 26 Nov 21
Highly competitive
Posted by:
Philip Darling • Director and Founder
Posted by:
Philip Darling
Director and Founder
Institutional client service opportunity with a highly successful global equities boutique.

Our client is seeking a motivated business or client service professional to join their client service team. The successful candidate will support the Firm’s client service and business development professionals to ensure a high quality of communication of the Firm’s investment strategies to the institutional market.

Working with the Firm’s five client service and business development professionals, you will contribute to providing best-in-class client service to a broad range of sophisticated institutional clients and asset consultants.

You will have primary responsibility/oversight for the day-to-day management of consultant databases, completion of RFPs/RFIs/data requests, updates of standard marketing materials, distribution lists, and reporting workflows.

Given the size and nature of the Firm, there are also opportunities to collaborate on a range of other wider business and investment projects on an ad hoc basis.

Our client is seeking a candidate who can demonstrate raw intelligence, technical expertise, and a desire to work in a small, focused company. They are looking for a long-term hire that is prepared to develop their skill set patiently over time.

Key deliverables:

- Manage the investment consultant database update process.

- Primary responsibility for completing initial drafts of RFPs, RFIs, and data requests, including managing the library of response files. This includes managing the transition of these functions back to the London office (currently managed overseas) and identifying areas for improved efficiency with these tasks.

- Contribute to the monthly/quarterly client reporting process and the review and update the Firm’s marketing materials/presentations.

- Help facilitate and organise client and consultant review meeting schedules. Prepare briefing notes and presentations for client/prospect meetings.

- Responsibility for the maintenance of distribution lists and CRM system and the Firm’s client portal, including user access rights and content management.

- Contribute to the preparation and review of materials to support the governance of the Firm’s pooled funds (including board reports, prospectus updates, etc.)

- Respond to a broad range of client queries and assist with general ongoing communication to clients and consultants.

Litchfield Search logo
More Jobs Like This
See more jobs
Close