A new opportunity has opened for a Client Service Associate within the UK and European Institutional Team.
This is a great opportunity for someone looking to break into a career within Investment Management. Working for a top tier company who pride themselves on creating a diverse and nurturing culture, they offer excellent training and a promising career trajectory.
Working within a small team as part of a larger business, this role offers an opportunity to be a key part of its growth and success.
You will have:
You will have 2 + years' experience working with clients in a professional capacity.
Working with financial services customers or professional services
Be familiar with a high pressure environment, responding to client emails and calls with a timely manner
Create meaningful relationships with clients
Enjoy meeting (when possible!) senior members of the business and clients
Over time move the client relationship to a 'trusted advisor' in order to sustain longevity
Ensure that the client's needs are met at all times
Managing expectations of clients
Assist in the preparation and accuracy of material and business presentations
Keep up to date with competitor activities and relevant industry trends, research and give feedback where necessary
Assist in reviewing client profitability and client risk, putting in profitability/ retention strategies if needed
If you think you might be a good match for the role, please do send in your CV. We regret we cannot respond to everyone and will reach you if you fit the criteria
Internal Number: 10664694
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