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Client Service Associate

Elliott James
London, United Kingdom
Closing date
Dec 2, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • Initial drafting of Request for Proposal (RfP) documents, which will include collation of data and information and liaising with various internal departments,
  • Screening, researching, providing information about prospective clients,
  • Preparation of presentations in advance of meetings,
  • Support the client follow up process, including taking responsibility for collating and writing information and materials to be sent to the prospect or client,
  • Accessing and providing investment data from systems and other departments to obtain information as requested by a client or prospect or their advisers,
  • Build and develop strong relationships with the other Client Services Analysts, Client Team Directors and all other internal departments such as Portfolio Management, Investment Strategy and Research.

  • Strong writing, research, and analysis skills; ideally experience of conducting independent research,
  • Comfortable interpreting numerical data and quick to understand complex concepts,
  • Excellent communication and interpersonal skills, works well in a team,
  • Problem-solving skills,
  • Excellent attention to detail.

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