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UK Client & Consultant Relations Associate

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Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SDK/31994
Contact Sophia Deen
Date posted 01-07-2019

We are seeking individuals for a client services role who come from a asset management or investment consulting background. Associates are responsible for handling client, consultant and prospect requests relating to the relationships to which they are assigned.

Key responsibilities;

- First point of contact for client and consultant enquiries
- Partnering with Advisors to provide support and ensure strong relationships are built
- Overseeing the new account take-on process
- Facilitating contributions to/withdrawals from client accounts
- Maintaining client summaries and consultant strategy pages

Key skills;

- 2 years+ prior relevant work experience ideally within an institutional servicing team
- Ability to interact with senior management
- Ability to handle confidential information
- Ability to handle assignments and projects with minimal direction
- Proficiency in Microsoft Word, Excel and PowerPoint

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Contact Sophia about this job

AVP, Consultant