Associate Client Service Specialist

William Blake Group; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Client Relationship Manager to enhance client service and onboarding processes. This role involves managing existing client relationships, ensuring compliance with AML/KYC regulations, and delivering tailored reports. With a focus on communication and detail, you'll engage with senior stakeholders and international clients, making a significant impact in a dynamic environment. If you're passionate about client service and eager to contribute to a collaborative team, this opportunity is for you.

Qualifications

• 2-5 years experience in institutional client service within asset management.
• Strong communication skills with senior stakeholders.

Responsibilities

• Manage an assigned book of clients and serve as their daily contact.
• Coordinate responses to client queries and deliver bespoke reports.

Skills

Institutional client service experience

Excellent communication skills

Detail oriented

Knowledge of investment products

Education

IMC (Investment Management Certificate)

Tools

CRM software

Job description

Job Description

Responsibilities will include:

• You will be responsible for an assigned book of existing clients and operate as their daily service contact for Relationship Management, Onboarding and AML/KYC tasks.
• Proactively coordinate responses to client queries on topics such as performance, fund strategy and fees.
• Deliver bespoke reports and client questionnaires in collaboration with relevant teams across the business.
• Attend/host client update meetings and due diligence visits.
• Ensure that all client servicing activity is record accurately on the CRM.
• Manage the onboarding process of new clients.
• Ensure continued compliance with AML/KYC processes.

Skills required:

• 2-5 years institutional client service experience within asset management.
• Excellent communication skills, confident dealing with senior stakeholders and international clients.
• Detail orientated, with strong work ethic, able to prioritise and organise your time well.
• Knowledge of investment products and asset classes - IMC preferred