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Client Transaction Analyst

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Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SDK/31737
Contact Sophia Deen
Date posted 05-06-2019

We are seeking individuals from a operational/client services background to come and join a top tier IM. The relationship analyst will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.

Key responsibilities;

- Preparing standard and/or customised prospect presentation materials
- Participating in in-house client meetings, and on conference calls
- Handling account opening, transition management and account restructuring
- Coordinating key client communications

Key skills;

- Have relevant client service experience, preferably gained within the Investment Management industry.
- Demonstrate a solid understanding of capital markets and/or investment products
- Be self-motivated, creative and enthusiastic;
- Be a natural collaborator who can work well in a small team

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Contact Sophia about this job

AVP, Consultant