Institutional Client Services
24 January 2024
Our client is a rapidly growing Investment Management firm, continuing expand their efforts on a global basis. The company strongly believes in providing a tailored approach with their clients in order to create long lasting, sustainable relationships. In light of this, they are now looking for an Institutional Client Services professional to join their team on a permanent basis.
This is a great opportunity for an ambitious Client Services professional looking to be part of a highly-renowned firm’s growth. The role itself would entail:
- Being a key point of contact for a global client base, facilitating the completion of any and all client requests promptly across pooled and segregated accounts.
- Possessing specialist level knowledge of each client and their accounts, providing specialist and bespoke Client Service.
- Co-ordinating the on-boarding and managing the end-to-end transition process in a timely manner.
- Producing detailed and strategic client reports, relevant to their goals.
- Liaising with key internal stakeholders in order to achieve project-based targets, maintaining a highly technical understanding of the Investment market in order to provide solutions both internally and with institutional clients, consultants and intermediaries.
The ideal candidate for this role will possess the following skillset:
- At least 4 years in a Client Servicing role within Investment Management.
- Highly experienced with servicing Institutional clients.
- Understanding overall investment and having knowledge of different investment vehicle options, the current investment market and economic issues.
- Unwavering commitment to Client Service excellence.
- Highly ambitious, confident enough to take initiative and responsibility whilst maintaining gravitas and charisma.
- Strong academic background desired.
This presents a remarkable opportunity for a formidable and enthusiastic Client Services professional looking to make a pivotal and lucrative growth in their career. The company offers a competitive benefits package with ample room for professional growth.
If your experience resonates with the outlined criteria, please submit your CV for consideration.
Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”