Client Service Associate - London, United Kingdom - Page Personnel Finance

Page Personnel Finance

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Service role supporting my clients personal investors with their current portfolio.

6 months position to support volume of growing company.

Client Details
One of the largest Asset Managers Globally.

Description

Ensure that all client enquiries are responded to within defined service levels and in line with 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 behaviors as a basis for recommending service enhancements. Influence critical initiatives to ensure that my client provides client service that exceeds expectations. Supports continuous improvement initiatives for internaland 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 industry knowledge including keeping current on 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 recordkeeping purposes. Produces management information and internal updates on client activity.

Profile