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