Assistant Relationship Manager

5 days ago

London, Greater London, United Kingdom Allegis Global Solutions Full time

Job Summary

Allegis Global Solutions is seeking a highly skilled and experienced professional to support the WM External Asset Management desk in the execution of the exit of EAM end-clients. The successful candidate will assist the team in the coordination and processing of end-client exits, ensuring appropriate documentation is collated and held for all exit clients and their processing.

Key Responsibilities

  • Coordinate and process end-client exits, ensuring timely and accurate completion.
  • Collaborate with operations and other departments on client exit processing, progress, and remediation.
  • Assist Relationship Managers in the preparation of exit engagement calls and documentation.
  • Support Relationship Managers in the processing of asset transfers and termination of accounts.
  • Notify Relationship Managers and desk head of issues/pending items encountered in the delivery of exit processing.

Requirements

  • General understanding of WM (and within this External Asset Management services) and associated client journeys and their administration.
  • Experienced and able to provide a high level of client service to EAM and their clients.
  • Experience of account processes for PB and WM for different types of clients.
  • General understanding of WM applications.
  • Client service orientated and able to engage with clients in a highly professional manner.
  • Proficient with core Microsoft Office applications.
  • Demonstration of accuracy, organisation and attention to detail.
  • Ability to work on own initiative and to prioritise work.
  • Effective time management, and able to meet targets and deadlines.

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