Client Relations - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Main responsibilities

Cooperating with colleagues and promoting successful sales team/BD performance.
Maintaining and leveraging off the firm's Management Information System (currently SalesForce) to ensure the effective implementation of regional relationships and servicing processes.
Personally reinforcing excellence across the businesses stated cultural values and standards both inside BD/the firm and as a representative of the business in the market.
Manage, strengthen and grow existing client and consultant relationships through daytoday liaison and participation at client meetings and conference calls.
Develop a deep understanding of client needs and objectives.
Build and maintain knowledge of the regulatory environment clients operate in.
Acquaint clients with the businesses investment strategies, products and services.
Continually build and deepen knowledge of our products. Keep abreast of market developments.
Collaborate closely with Portfolio Management and regional sales teams to maintain and expand client relationships and grow assets and revenues.
Work closely with the Client Operations team to ensure efficient takeon of new clients. Familiarity with due diligence requirements and KYC procedures is important.
Manage ongoing client activity in segregated accounts, including but not limited to coordinating cashflows and managing changes in investment guidelines.
Work with sales teams and Client Operations to coordinate the setup of new distribution and rebate agreements and review any changes to them.
Work closely with the Client Reporting team to ensure all clients' requirements and deadlines are met.
Contribute to enhancing our service to clients through proactive participation in a variety of initiatives and projects.

Experience & Attributes

Client Services/Sales Support experience in the Southern European region
Knowledge of internal systems including Salesforce.
Strong internal network to help support Amsterdambased team members.
Good educational background.
Local language skills are helpful, but fluent English is sufficient for this role