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CLIENT SERVICES EXECUTIVE(INSTITUTIONAL)

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Salary £60k to £70k
Type Permanent
Location Dublin
Sector Investment & Middle Office
Job Reference T8/SXF/30737
Contact Stuart Fairbairn
Date posted 28-01-2019

BRUIN Financial has just partnered with a global boutique asset manager that is now seeking a client services executive to serve their institutional client base

This is a very broad role that has been newly created and you will be part of a small team based in Dublin city centre. This is a really unique opportunity to join a premium brand in a client facing role within asset management

"The perfect candidate will already be interacting with an institutional client base & be keen to progress their career in a client facing role" Head of HR

ABOUT THE ROLE:

Preparation of client meetings and follow-up
Ad-hoc client requests and follow-up to those requests
Preparation of specific client reporting items and client review books
Coordinating with external vendors, including transfer agents, administrators, custodians where required to answer client queries or help with client service needs
Regular and timely internal communication as appropriate on all relevant client activity (call reports, briefing notes,
Content for presentations and related collateral for prospects and clients across funds/ segregated account
RFPs and other prospect queries,
RFIs, due diligence questionnaires for clients and prospects,

ABOUT THE PERSON

Be able to work as in a diverse team across multiple geographies and cultures, including members in London, New York, Singapore and Tokyo.
Ability to perform well under pressure, multi-task and meet tight client and internal deadlines
Highly proactive
Hands on approach
Quality service oriented

Please contact stephen.mcmanus@bruinfinancial.ie

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Contact Stuart about this job

Analyst, Researcher