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Client Services Representative
2 months ago
Meraki Talent Limited is seeking a highly skilled Client Services Executive to join our team. As a Client Services Executive, you will be responsible for providing exceptional client service and support to our clients in the Investment Management industry.
Key Responsibilities:- Client Enquiries: Respond to client enquiries in a timely and professional manner, providing life cycle advice and support.
- Administration Experience: Provide administration experience relating to financial products, ensuring compliance with internal policies and regulatory frameworks.
- Client Queries: Ensure client queries are responded to within strict timescales, providing accurate and timely information.
- Onboarding and Transfers: Ensure onboarding, transfers, and payments are completed by the middle office function, meeting strict deadlines.
- Data Gathering and Reporting: Gather and report data for client review meetings, ensuring accurate and timely information.
- Client Administration: Ensure client administration is completed to set Service Level Agreements (SLAs) and Investment Managers are kept up to date on progress.
- Suitability Reviews: Gather data for suitability reviews, ensuring accurate and timely information.
Requirements:
- Proven track record in managing client administration processes in a Financial Services background, particularly in Investment or Wealth Management.
- Ability to build and retain relationships with Investment Managers and other third parties, ensuring a first-class client service.
- Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
- Ability to work in a hybrid environment, with flexibility to work from home or in the office.