Client Support Specialist

2 months ago


City Of London, United Kingdom Aldrich & Co. Full time
Job Title: Client Administration Assistant

A high-profile fund management firm, Aldrich & Co., is seeking a skilled Client Administration Assistant to join their support team.

This is an excellent opportunity for a born organiser, team player, and client-focused individual to take charge of the administration and organisation of the team.

The ideal candidate will have exceptional attention to detail, strong MS Office skills, and experience in financial services.

Key Responsibilities:
  1. Support the Investment Management team and their clients
  2. Liaise with dealers and brokers
  3. Prepare correspondence and meeting reports
  4. Use CRM software to process investor applications and coordinate investor processes
  5. Respond to client queries and attend meetings with clients
  6. Manage multiple appointments within a shared diary
  7. Keep files up to date and ensure compliance with regulations
  8. Arrange events, lunches, and meetings
  9. Attend client and compliance briefings
Requirements:
  1. Experience in financial services
  2. Superb client-facing skills
  3. Confident communication skills
  4. Hard-working attitude
  5. Strong MS Office skills

This is a fantastic opportunity to build your career in a successful and inclusive team.



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