Client Services

4 weeks ago


London Area, United Kingdom Orla Rose Associates Full time

Client Services

Provide daily key point of contact to both clients and internal teams. Primarily for all Investment Manager clients as part of the Client Relationship Management team. The Client services team work closely with trading team, they also work closely with settlements and compliance teams. The Client relationship team is an Operations based team and provides a key link between clients and internal desks.


Responsibilities:

  • Client relationship management
  • Point of contact for existing clients
  • Portal related queries
  • Payment queries
  • On-boarding clients
  • Client Support
  • Admin support
  • Skill and time management
  • High attention to detail


Skills Required:

  • Client services from financial services background
  • Investment Management or Wealth Management industry
  • On-boarding Investment Management clients


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