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Client Services

Mayford James London, United Kingdom
Posted 2 days ago Hybrid Job Permanent up to £70,000

Client Services

Mayford James London, United Kingdom
S
Posted by
Sarah Williams
Recruiter
Leading Asset Manager is looking for add a Client Services Specialist to the team. To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base. You will be responsible for:

You will be responsible for:

 

Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations

Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts

Understanding the clients’ investment objectives, assigned mandates and portfolio composition & strategy.  

Liaising and establish strong relationships with internal support teams to ensure client servicing needs are met

Defining and managing team projects to enhance internal client service procedures in accordance with industry best practices

 

You will possess at least 5+ years of relevant industry experience including Experience with equity and fixed income strategies; experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts.

Job ID  sw 721 45
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