Client and Project Coordinator Client and Project Coordinator …

William Blake Consulting Ltd
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
£45,000 - £55,000
William Blake Consulting Ltd
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
£45,000 - £55,000
My client, a boutique global investment management organisation, are looking to hire a Client and Project Coordinator in London, reporting into the Head of Client Relations.
  • Responsible for maintaining up-to-date records in Salesforce, including managing the suppression list and reviewing and uploading investor communications to the Investor Portal.
  • Provides support for the implementation of the first phase of the upgrade to Salesforce, and subsequent phases where necessary. 
  • Assists in the onboarding of new and existing clients. 
  • Handles requests from investors which may require coordination with global internal teams, e.g., audit confirmation requests, ad hoc questionnaires. 
  • Assists in the planning and execution of set-piece investor events and hospitality including conferences, quarterly investor briefings, roundtables and investor update meetings.
  • Partners with other teams (IT, Business Analysts, Project Leaders) on initiatives relating to improving processes and technology.
  • Provides support and, where appropriate, leads projects from time-to-time as may be required.
  • Contributes to the overall effective operation of the team and to best-in-class client experience by delivering a consistently high standard of work in a timely manner.

Requirements:

  • A motivated and hardworking individual looking to commence a career in financial services
  • Experience in interfacing with clients/customers in an operational capacity preferred
  • Experience in managing projects that require great attention to detail preferred 
  • Broad understanding of asset management understanding
  • Understanding of the principles relating to the delivery of administrative/client services, e.g., confidentiality, protocols, etc.
  • Familiarity with CRM platforms, in particular Salesforce, a plus
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