Client Associate
- Recruiter
- Mayford James
- Location
- London, United Kingdom
- Salary
- £50k - £65k
- Posted
- 01 Apr 2023
- Closes
- 07 Apr 2023
- Ref
- 19226962
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You will report directly to the Global Head of Client Management and will play a significant role in managing the relationship with a select number of key strategic clients.
Responsibilities:
Primary point of contact with the aforementioned clients
Work closely with the Portfolio Managers to create high quality collateral including research, reviews, due diligence and presentations
Develop a clear understanding of the core investment strategies
Keep updated with industry trends and competitor activities
Client meetings and presentations
Ensure all information is clearly updated on the CRM
You will likely have a minimum of 3 years experience within Client Services or Relationship Management within Asset Management and possess a genuine desire to provide a best in class level of client service.
Responsibilities:
Primary point of contact with the aforementioned clients
Work closely with the Portfolio Managers to create high quality collateral including research, reviews, due diligence and presentations
Develop a clear understanding of the core investment strategies
Keep updated with industry trends and competitor activities
Client meetings and presentations
Ensure all information is clearly updated on the CRM
You will likely have a minimum of 3 years experience within Client Services or Relationship Management within Asset Management and possess a genuine desire to provide a best in class level of client service.