Client Account Management/Client Onboarding, Insurance Clients
Our client is an impressive asset management firm headquartered in London with offices globally. This is a high profiled Client Account Management/Client On-boarding opportunity acting as first point of contact for a portfolio of insurance clients and will also provide dedicated support to Senior Client Directors making this role extremely appealing.
This global asset manager is experiencing continuous rapid growth, and a new role has been created to provide operational expertise to their insurance clients. Candidates will demonstrate first class client servicing skills and will have prior experience project managing client transition activities requiring a detailed understanding of regulatory requirements such as Solvency II in order to support insurance clients.
Technical ability and prior experience agreeing & coordinating transition project plans for insurance clients internally and externally is essential. In addition, you will have expertise in working with legal documentation such as the production and sign off of IMA's, guidelines, fees, ISDAs and CSAs etc.
Working in a varied capacity, with enormous scope you will produce bespoke reporting for clients, you will have opportunities to instigate and deliver ad-hoc projects to improve processes and ensure regulatory readiness. In this client facing role you will also attend client events and offsite client meetings acting as the operational SME.
This role will suit degree educated Client Services specialists coming from an investment management firm looking to continue to work in a technical capacity. This role will suit those looking to commence or complete CFA or equivalent qualifications.