Graduate Investment Management Opportunities - London, United Kingdom - Ad Idem Consulting Limited

Ad Idem Consulting Limited

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a well-known Investment management firm looking to hire within their client service team. They are looking for talented graduates with customer or client facing experience.

As a Client Services Associate within our clients UK Personal Investor business, you'll be their voice and their clients' advocate, as you help to build hundreds of financial futures.

In this role, you will be passionate about providing clients with an outstandingexperience to exceed client expectations that are shaped by their day-to-day digital interactions.

Due to major business growth we are recruiting for both contractor and permanent positions.

Duties & Responsibilities

Ensure that all client enquiries are responded to within defined service levels and in line with company standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriateto their needs.
Communicate optimally with clients and third parties keeping them informed of change/issues etc.
Collaborate closely with contracted third party on service delivery.
Assess client needs, expectations and behaviours as a basis for recommending service enhancements. Influence critical initiatives to ensure that the company provides client service that exceeds expectations. Supports continuous improvement initiatives forinternal and external processes and services.
Ensure that policies and procedures are continually followed and that key business unit indicators are met.
Proactively handle internal client relationships (i.e. Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients' needs.
Maintain an appropriate level of company and industry knowledge including keeping current on company and policies and objectives
Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and driven measures.
Handle client data for internal record keeping purposes. Produces management information and internal updates on client activity.

Qualifications