Associate Institutional Client Service Specialist

ZipRecruiter; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated client service professional to enhance client experiences in asset management. In this role, you will be the primary contact for a portfolio of clients, ensuring their needs are met through effective communication and coordination with internal teams. You will be responsible for overseeing service and reporting requirements, producing investment reviews, and participating in client meetings. This is a fantastic opportunity to leverage your expertise in client service and investment products while working in a dynamic and collaborative environment.

Qualifications

• 3-5 years of experience in institutional client service within asset management.
• Excellent communication skills and detail-oriented.

Responsibilities

• Act as the daily point of contact for 10-20 clients, enhancing their experience.
• Coordinate with internal teams to provide accurate and timely information.

Skills

institutional client service experience

communication skills

detail-oriented

investment/performance reports interpretation

knowledge of investment products

Microsoft Office

Excel (V-lookups/macros)

Salesforce

Seismic

Tools

Microsoft Office

Excel

Salesforce

Seismic

Job description

Job Description

Responsibilities will include:

• You will be the daily point contact for circa 10-20 clients and will be expected to contribute to the client experience.
• You will work directly with clients and their investment consultants on all queries and requests for information.
• Providing a prompt response to client queries which will require you to coordinate with multiple internal stakeholders globally, from Portfolio Managers/Investment teams, RFP/Marketing, Legal & Compliance, and Operational teams, in order to obtain accurate and timely information.
• You will be responsible for all service & reporting requirements for your clients, from oversight of outsourced providers’ periodic reports to the production of quarterly investment reviews and other regular or custom reporting. As part of this, you will be required to work closely with our Client Reporting Specialist.
• This is very much client-facing; you will be expected to arrange and participate in client meetings.

Skills required:

• 3-5 years institutional client service experience within asset management.
• Excellent communication skills, confident dealing with senior stakeholders and international clients.
• Detail-oriented, with a strong work ethic, able to prioritise and organise your time well.
• Can understand and interpret investment/performance reports, valuations, and client statements.
• Knowledge of investment products and asset classes - IMC.
• Experienced using Microsoft Office, Excel (V-lookups/macros), Salesforce, and Seismic.