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Client Relationship Manager

2 months ago

Glasgow, United Kingdom Meraki Talent Full time

Job Summary:

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

Key Responsibilities:

  • Act as the primary point of contact for clients, providing timely and accurate information and support.
  • Manage client relationships and build strong, long-term partnerships with Investment Managers and other stakeholders.
  • Ensure compliance with internal policies, procedures, and regulatory frameworks.
  • Key Performance Indicators:
    • Respond to client queries in a timely and professional manner.
    • Ensure client administration is completed to set Service Level Agreements (SLAs) and Investment Managers are kept up to date on progress.
    • Gather and report data for client review meetings.
    • Collaborate with the middle office function to ensure onboarding, transfers, and payments are completed efficiently.

Requirements:

To be successful in this role, you will have a proven track record in client administration and relationship management within the Financial Services industry, particularly in Investment or Wealth Management. You will be able to build and retain strong relationships with Investment Managers and other stakeholders, ensuring a high level of client satisfaction.

What We Offer:

Meraki Talent offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to providing our clients with exceptional service and support, and we are seeking a talented individual to join our team.