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Financial Services Liaison Officer

2 months ago

Glasgow, Glasgow City, United Kingdom Meraki Talent Limited Full time
About the Role

Meraki Talent Limited is seeking a highly skilled Client Services Executive to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the investment management industry.

Key Responsibilities
  • Client Enquiries and Support: You will be the primary point of contact for client enquiries, providing timely and accurate advice and support to ensure a seamless client experience.
  • Relationship Building: You will build and maintain strong relationships with investment managers and other stakeholders to ensure effective communication and collaboration.
  • Administrative Support: You will provide administrative support to ensure the smooth operation of our client services, including onboarding, transfers, and payments.
  • Data Gathering and Reporting: You will gather and report data for client review meetings, ensuring that all necessary information is accurate and up-to-date.
  • Client Administration: You will ensure that client administration is completed to set service level agreements (SLAs) and that investment managers are kept informed of progress.
  • Suitability Reviews: You will gather data for suitability reviews, ensuring that all necessary information is accurate and up-to-date.
Requirements
  • Financial Services Background: You will have a proven track record in managing client administration processes in a financial services environment, particularly in investment or wealth management.
  • Relationship Building: You will have excellent relationship-building skills, with the ability to build and maintain strong relationships with investment managers and other stakeholders.
  • Communication Skills: You will have excellent communication skills, with the ability to provide clear and concise advice and support to clients.
  • Organizational Skills: You will have strong organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.