Leading London Based Investment Manager is looking for a Client Services Executive who has a at least 3 years previous experience on the buy side. They are looking for someone who has good communication skills as this is more client focused that Admin focused.
Key responsibilities
- Ensure processes are followed and are fit for purpose, tasks include
- End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate.
- Processing client payments and account amendments, liaising with operations teams were appropriate.
- Take responsibility for all appropriate client communication as instructed.
- Support quarterly portfolio valuation processes.
- Maintenance of client support systems and data
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