We are working with a highly reputable investment management firm looking to hire a Senior Client Services Executive to
join the team.
The successful hire will have a high level of visibility Client Services Executive
will take responsibility for the following duties:
- Deputy to the Head of Client Services and will act as clients' primary point of contact.
- Strive to understand the client's business and operating models and develop strategies to enable a more effective interaction.
- Coordinate and manage client onboarding for segregated account capabilities.
- Engage in proposals to develop the services and solutions in place for our clients.
- Develop and maintain client relationships on aspects of managing and administering their investments.
The Client Services Executive
will meet the following criteria:
- Investment Management Certificate.
- Entrepreneurial flair.
- Works well under pressure and deadlines.
- Have an understanding and interest in capital markets and investment products.
- Excellent Salesforce skills - good understanding of the CRM process.