Client Service Executive (perm x 2 / FTC x 2) Client Service Executive (perm x 2 / FTC x 2) …

Meraki Talent
in London, United Kingdom
Permanent, Full time
Last application, 25 Feb 21
Annual
Meraki Talent
in London, United Kingdom
Permanent, Full time
Last application, 25 Feb 21
Annual
Private Client Administration & Client Service

Client Service / Client Administration – Private Wealth Management
Meraki Talent has been engaged to recruit multiple roles for a leading Private Client Investment Manager.  The client focused roles will directly support the front office with a diverse range of responsibilities and tasks.
  
The roles are based in London but will be home based until we can safely travel back into the office.
  
Key Responsibilities
  • Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening.
  • Liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process.
  • Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.
  • Liaise with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts.
  • Develop an ongoing relationship with the clients where appropriate,
  • Systems administration of client data on internal and external systems
  • Dealing with client queries, including; reporting queries, cash transactions, custody arrangements, transitions
  • Liaise with consultants/audit firms to coordinate client requirements and provide information when requested.
  • Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.
  • Provide assistance and offer guidance for more junior members of the team and other areas of the business when required.
  • Provide efficient and timely support to Investment Managers.
  • Providing support and cover to the Client Service Team
Please get in touch with craig.rumball@merakitalent.com for more detail.
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