Client Services Associate Client Services Associate …

William Blake Consulting Ltd
in London, United Kingdom
Contract, Full time
Last application, 04 Dec 20
Competitive base salary plus benefits
William Blake Consulting Ltd
in London, United Kingdom
Contract, Full time
Last application, 04 Dec 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
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