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Associate Institutional Client Service Specialist
William Blake Group
London
On-site
GBP 35,000 - 65,000
Full time
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Job summary
An established industry player is seeking an Associate Institutional Client Service Specialist to enhance client experiences. In this client-facing role, you will manage daily communications with clients and investment consultants, ensuring their queries are addressed promptly. You will oversee service and reporting requirements, collaborating with various internal stakeholders to deliver accurate information. The ideal candidate will possess 3-5 years of institutional client service experience in asset management, strong communication skills, and a detail-oriented approach. Join a dynamic team where your contributions will make a significant impact on client relationships and satisfaction.
Qualifications
- 3-5 years of experience in institutional client service within asset management.
- Ability to understand and interpret investment reports and valuations.
Responsibilities
- Serve as the daily point of contact for 10-20 clients, enhancing their experience.
- Coordinate with internal teams to provide accurate and timely information.
Skills
Education
Tools
Job description
- 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 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 preferred.
- Experienced using Microsoft Office, Excel (V-lookups/macros), Salesforce and Seismic.
ID: 1421925
Date Posted: Posted 21 hours ago
Expiration Date: 09/05/2025
Location: London
Compensation: Competitive
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