Client Service Executive

4 days ago

London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time
About Jupiter Asset Management Ltd

Jupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and international markets. With over 500 employees and £52.6 billion worth of assets under management, we provide investment services to individual and institutional investors through a range of products and services.

Our Company Culture

We value a healthy work-life balance and offer a 3:2 hybrid working arrangement, allowing employees to work from home two days a week and from the office three days a week. Our London office is designed to promote active and healthy lifestyles, with features such as floor-to-ceiling windows, a private balcony, table tennis room, cycle storage, and on-site shower and locker facilities.

Job Summary

We are seeking a Client Service Executive to join our Global Client Services team. The successful candidate will be responsible for supporting clients in the UK wholesale market, working closely with the wider distribution team to manage existing clients and support the take-on of new business.

Key Responsibilities
  • Ensure client needs are met throughout the lifecycle of their engagement
  • Own and coordinate the successful resolution of day-to-day requests for information and data from clients, liaising and utilizing expertise from around the business where necessary
  • Assist with organizing and responding to daily requests from clients, ensuring requests are managed in an efficient and timely manner
  • Function as an internal contact for legal, operational, reporting, and finance departments
  • Act as the first point of contact for telephone enquiries from clients and direct investors
  • Collaborate with Business Development teams and other Client Group colleagues to ensure a client-centric positive experience
  • Coordinate due diligence questionnaires and RFPs using information sourced from around the firm
  • Oversee mass monthly and weekly reporting forwarded from Client Reporting
  • Work closely and support colleagues in the Global Service Team, develop and enhance processes
Desired Skills and Experience
  • 5 years experience in wholesale asset management
  • Strong organizational and administrative ability
  • Strong communication skills
  • Technologically proficient, with the ability to identify and implement process improvements
  • Experience in managing legal and rebate agreement implementation
  • A diligent person with exceptional attention to detail
  • Ability to work under time pressure and to strict deadlines
  • Be proactive and forward thinking
  • Be able to work autonomously but have the ability to develop good inter-departmental knowledge and relationships
  • Proven stakeholder engagement skills, with the ability to collaborate with internal and external stakeholders across all seniority levels

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