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Client Relations Associate

3 months ago

London, Greater London, United Kingdom Venture Search Full time
Position Overview

Exciting Opportunity for Graduates

We are collaborating with a dynamic Investment Management firm dedicated to the growth of UK SMEs. They are looking to enhance their team by bringing on board a Client Relations Assistant. This role is crucial for the team’s ongoing development and will play a key part in future growth initiatives.

Key Responsibilities:

  • Efficiently address investor inquiries through various communication channels.
  • Oversee the management of the CRM system and internal operational processes.
  • Handle administrative duties and ensure data integrity.
  • Provide comprehensive support to investors via the client portal.

Qualifications:

  • Must possess a degree, ideally in a finance-related field.
  • Previous internship experience in financial services, particularly in administrative roles, is preferred.
  • Proficient in Microsoft Office Suite, including Word, PowerPoint, Outlook, and Excel.
  • Demonstrates strong attention to detail and the ability to manage multiple tasks effectively.