Client Services Associate

2 weeks ago


London, United Kingdom Cameron Kennedy Full time

CONTRACT TYPE:
- Permanent- LOCATION:
- City of London- INDUSTRY:
- Operations- SALARY:
- £35000 - £450000 per annum + Bonus and Benefits- START DATE:
- ASAP- REF:
- 52778_1708680291- JOB PUBLISHED:
- about 3 hours ago**Salary £35,000 - £45,000 + Bonus and Benefits**

**Location London SW1**

**Hybrid 2/3 days in the office**

**The Client**:
A global asset management firm specializing in infrastructure, utilities, renewable energy, industrial, and materials sectors. The primary focus across the array of companies we study revolves around the energy transition.

**Role and responsibility**
- Managing and ensuring the CRM system remains current.
- Scheduling and organizing meetings.
- Generating pre-meeting summaries.
- Supporting the update of monthly newsletters and presentations.
- Maintaining performance databases.
- Aiding in addressing investor inquiries.
- Supporting Fund Administrator inquiries.
- Documenting investor transactions.
- Assisting in internal reporting tasks.
- Supporting investor reporting efforts.

**Skills and Qualifications**:

- 2-6 years client services/relationship role.
- Prior experience within and investment/wealth or asset management
- Excellent understanding of Microsoft Office suite, particularly excel and PowerPoint.
- Excellent written and verbal communication skills.
- Time-management skills
- Excellent attention to detail
- Ability to multitask.



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