Client Services Associate - London, United Kingdom - Ad Idem Consulting Limited

Ad Idem Consulting Limited
Ad Idem Consulting Limited
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Our client is a well-known Investment management firm looking to hire within their client service team.


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.
  • 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

Qualifications

  • Financial Services Experience
  • Interest in Investment Management
  • Pensions knowledge desirable but not essential
  • Full training provided
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