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Client Management Associate

4 months ago

London, Greater London, United Kingdom Bain and Gray Full time

ASAP

Start Date

Client Management Associate - Private Family Office:

  • REFERENCE:
  • JGA/JH/16196
  • LOCATION:
  • LONDON, CENTRAL
  • JOB TYPE:
  • PERMANENT
  • SALARY:


£35,000
  • £45,000***A fabulous opportunity has arisen to join a Private Family Office as a Client Management Associate has arisen. This is a wonderful role to really get involved in the running and development of the office and gain exposure to the world of UHNWI's. Each day will be varied as you could be doing anything from administration, handling confidential client information and managing project work

Duties will include:

  • Communication with clients and their support staff, assessing their expectations, delivering outcomes and maintaining an excellent level of service
  • Developing and maintaining long term relationships with clients, their families and associates
  • Execution and coordination of project work on behalf of clients and the business
  • Collation, production and maintenance of client records
  • Assisting the production of management and client facing performance reports, as required
  • Assisting the drafting of aspects of regulatory/compliance reporting and provision of client statistics
  • Assisting in the due diligence, execution, and postexecution management of client investments
  • Responsibility for the preparation of material for the use of advisors and clients
  • Working collegiately in managing the office's daytoday requirements and administration
  • Written and verbal communication to clients
  • Attendance at client meetings including responsibility for the recording, tracking and delivery of matters arising
  • Support to 'lifestyle' administration, as required
  • Client management support in the onboarding of new clients
  • Deputising for Head of Client Management, as required at the discretion of management
  • Organisation of internal and external client relations events, as required
  • Building and maintaining thirdparty relationships, as required

Company benefits:

  • Pension scheme
  • Private health care
  • Group life cover
  • 24 days holiday _ bank holidays
  • Volunteer leave 2 days per annum
  • Parental leave