Client Services Analyst - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description

Job Profile Summary:

Provision of on-going Sales Support & Client Service to European client sand sales teams.

This is a unique opportunity to closely support the EMEA Sales teams while learning about the rest of our market leading business and our clients.


Responsibilities:


Sales Support

  • Organisation of client meetings and due diligence visits
  • Communication and support to sales teams on new products, changes to product range etc.
  • Recording and maintaining prospects, product Interests and opportunities In Man Edge
  • Resolution of operational and product queries
  • Correct allocation of all Inflows for sates teams and intermediaries
  • Input as required for all projects Impacting Sales Teams
  • Support with Communications, Marketing and Client Events as required

Intermediary Support

  • Implementation of new Commercial Agreements (Intermediary, Rebate, Platform agreements etc.)
  • Ongoing maintenance of Commercial Agreements and resolution of any queries on same
  • Provision of fund marketing material as required
  • Resolution of operational and product queries
  • Communication and support to Intermediary network on new products, changes to product range etc.
  • Organisation of bespoke reporting arrangements as required

Transaction Support

  • Provision of fund dealing documentation as required
  • Management of VIP/Complex Investor Transactions with relevant TPA Management of Deal Exception/Special Deal arrangements
  • Assist with the opening and closing of funds
  • Escalation point for Sales and Intermediaries in relation to any TPA service issues including assistance with error resolution as necessary

Team Subject Matter Expert

  • Act as team SME in relation to performance reporting and portfolio management interaction with regards to the required entity and structured products
  • Act as team SME in relation to Commercial Agreements
  • Assist other team members as necessary with these areas
  • Key Skills & Experience:
  • Degree educated preferably with some relevant Industry qualifications (IMC etc.)
  • Preferably with an asset management background. This role would suit someone who has knowledge of how funds are marketed to EMEA clients
  • Understanding and experience with client onboarding, agreements and general client services would be beneficial
  • Excellent written and verbal communication skills
  • Effective time management and organisational skills
  • Ability to work in a fastpaced entrepreneurial environment
  • European languages beneficia

Our Culture, Values and Benefits at Man
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working.

Employees are also offered two 'Mankind' days of paid leave per year as part of the Man CharitableTrust's community volunteering programme.


We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave.

Additional benefits are tailored to localmarkets and may include private medical coverage, discounted gym membership and wellbeing programmes.

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