Client Service Specialist - Pooled Funds - Fixed Term Contract (London)

Insight Investment Group; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading asset manager is seeking a Client Service Specialist (Pooled Funds) to join its London team. This 12-month fixed-term role is key for client interactions, requiring a proactive and organized individual with strong communication skills to manage institutional clients effectively.

Qualifications

• Experience with institutional clients in financial services.
• Ability to manage multiple tasks effectively.
• Strong problem-solving capabilities.

Responsibilities

• Manage client requests and projects effectively.
• Deliver bespoke investment reporting.
• Ensure regulatory obligations are met.

Skills

Organisational skills

Communication skills

Problem-solving

Teamwork

Client service

Education

IAQ and IMC level or above

Job description

Insight Investment is looking for a Client Service Specialist (Pooled Funds) to join the Client Service Team in London.

This is a dynamic role in a key area of the business. The Client Service Specialist is both the daily representative of Insight to it’s clients and the client’s advocate internally at Insight.

Successful candidates will need to be able to demonstrate an understanding and appreciation of institutional client service, strong organisation skills, a broad understanding of investment management and a proactive and team-focused attitude.

This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment capabilities through collective pooled fund vehicles.

This is a 12 month fixed term contract.

Role Responsibilities

• Respond promptly and professionally to day-to-day and ad hoc requests from clients and their representatives..
• Project manage the transition of client assets to and from Insight. Working with the legal teams, front office and fund management teams and internal operations counterparts.
• Manage ad hoc requests effectively. Identify a clear date for response and ensure that we meet the deadline. Escalate or re-communicate, as appropriate.
• Contribute to the creation and delivery of bespoke investment reporting where appropriate.
• Work with internal colleagues and clients to ensure ongoing regulatory obligations are met.
  

Experienced Required

• Knowledge of institutional markets, including pension schemes, insurance companies, corporates and third party distributors.
• Experience of dealing with institutional clients in a financial services environment
• Strong verbal and written communication skills.
• Confident, credible and capable in meetings and discussions at all levels internally and externally.
• Ability to organise, prioritise and multi task effectively in a busy and dynamic environment.
• Demonstrable ability to problem solve to ensure projects are completed on time.
• Qualified at IAQ and IMC level or above or willingness to work towards
• High levels of energy, enthusiasm, commitment and productivity.
• Proactive, questioning, challenging.
• Effective influencer
• Strong Team player
• Good communication skills – written and oral.
  

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com