Client Service Specialist
3 weeks ago
Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment capabilities through collective pooled fund vehicles.
Role Responsibilities
- Respond promptly and professionally to day-to-day and ad hoc requests from clients and their representatives
- Project manage the transition of client assets to and from Insight. Working with the legal teams, front office and fund management teams and internal operations counterparts
- Manage ad hoc requests effectively. Identify a clear date for response and ensure that we meet the deadline. Escalate or re-communicate, as appropriate
- Contribute to the creation and delivery of bespoke investment reporting where appropriate
- Work with internal colleagues and clients to ensure ongoing regulatory obligations are met
Experience Required
- Knowledge of institutional markets, including pension schemes, insurance companies, corporates and third-party distributors
- Experience of dealing with institutional clients in a financial services environment
- Strong verbal and written communication skills
- Confident, credible and capable in meetings and discussions at all levels internally and externally
- Ability to organise, prioritise and multitask effectively in a busy and dynamic environment
- Demonstrable ability of problem solving to ensure projects are completed on time
- Qualified at IAQ and IMC level or above or willingness to work towards
- Proven effective use of resources
Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com
About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.
Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com
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