Client Services Associate - London, United Kingdom - Cameron Kennedy

Cameron Kennedy

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

CONTRACT TYPE:

Permanent
LOCATION:
City of London
INDUSTRY:
Operations
SALARY:
£ £450000 per annum + Bonus and Benefits
START DATE:

ASAP

REF:
52778_ JOB PUBLISHED:
about 3 hours ago
Salary £35,000
£45,000 + Bonus and Benefits

Location London SW1

Hybrid 2/3 days in the office

The Client:

A global asset management firm specializing in infrastructure, utilities, renewable energy, industrial, and materials sectors. The primary focus across the array of companies we study revolves around the energy transition.

Role and responsibility

Managing and ensuring the CRM system remains current.
Scheduling and organizing meetings.
Generating premeeting summaries.
Supporting the update of monthly newsletters and presentations.
Maintaining performance databases.
Aiding in addressing investor inquiries.
Supporting Fund Administrator inquiries.
Documenting investor transactions.
Assisting in internal reporting tasks.
Supporting investor reporting efforts.

Skills and Qualifications:

26 years client services/relationship role.
Prior experience within and investment/wealth or asset management
Excellent understanding of Microsoft Office suite, particularly excel and PowerPoint.
Excellent written and verbal communication skills.
Timemanagement skills
Excellent attention to detail
Ability to multitask.