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Client Relations Associate - UK Institutional

Mason Blake

London

On-site

GBP 100,000 - 125,000

Full time

30+ days ago

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Qualifications

  • 1-5 years of experience in client relations or asset management preferred.
  • Strong communication and analytical skills are essential.

Responsibilities

  • Coordinate client activity and serve as the main contact for inquiries.
  • Maintain client files and oversee service materials.

Skills

Client Relations
Communication Skills
Analytical Skills
Numerical Skills
Detail-oriented

Tools

CRM Systems

Job description

Client Relations Associate – UK Institutional
Job details

Location: London

Date Posted: 26 February 2018

Category: Distribution

Job Type: Permanent

Job ID: J16315DB

Description

Our client, a large Investment Manager, is currently looking for a Client Relations Associate to join their UK Institutional team.

Key Responsibilities:

  • Coordinate client activity and provide the central point of reference for internal and external contacts.
  • Point of contact for all client inquiries, collaborating with colleagues in other departments to successfully resolve them.
  • Partnering with an Institutional Advisor to ensure strong client relationships.
  • Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports, and general correspondence.
  • Maintaining client files and CRM system/databases.

Requirements:

  • 1-5 years prior work experience preferred, ideally within client relations and/or client servicing/account transitioning team within asset management.
  • Good communication skills (verbal and written).
  • Strong analytical and numerical skills, detail-oriented.
  • Ability to interact with senior management and to handle confidential information.
  • Bright and energetic with a can-do attitude.
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