Client Services - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Profile

My client offers investment strategies across a wide range of equity and fixed income asset classes from fundamental and quantitative investment approaches.

This role entails day-to-day support to a team of Client Relationship Managers (RMs) on their client portfolios of predominantly UK and European institutional clients, working within the Client Service Team.

The specific client mandates range from developed and emerging markets equity and debt strategies, with sustainable investments, quantitative equity and emerging markets debt forming the largest growth component of our business.

The role requires someone who has demonstrated strong client service excellence, who can build and maintain good relationships both internally and externally with clients.

The individual is both diligent and should have an excellent eye for detail.

Crucially,the right person will have a flexible mindset, be a good team player and offer a proactive approach to new tasks.

Experience required

Proven experience in institutional asset management in a client service / reporting role
Good understanding of different asset classes and both active fundamental and quantitative investment approaches
Excellent communication skills and confidence in dealing with clients and internal stakeholders
Strong emphasis on relationship building, client satisfaction and service, including responding to clients on a timely basis
Attention to detail and accuracy in all matters
Strong analytical ability and in depth understanding of detailed investment reports, portfolio valuations, transaction statements, etc
Good time management skills, flexible mindset and adaptability to cyclical nature of role
Able to meet demanding periodic reporting deadlines
Desire to further career in institutional client relationship management
Genuine interest in asset management and finance
Advanced Excel (Macros/VLookup functions desirable), MS Office including PowerPoint
Familiarity with Salesforce or similar CRM databases would be advantageous