Client Service Delivery Specialist

1 week ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
Company Overview:
Taylor James Resourcing is a leading recruitment agency specializing in the financial services sector. Our team of experts works closely with clients to understand their unique needs and provide tailored solutions.

About the Role:
We are seeking an experienced Client Service Delivery Specialist to join our team. The ideal candidate will have a strong background in client service delivery within an asset management environment. Key responsibilities include delivering high-quality client service, working closely with investment managers, and ensuring ongoing maintenance of client accounts.

Key Responsibilities:
  • Deliver exceptional client service, responding promptly to client inquiries and resolving issues efficiently.
  • Collaborate with investment managers to discuss client requirements, arrange account openings, and liaise with internal and external teams.
  • Ensure accurate and timely completion of client onboarding, periodic reviews, and record keeping.
  • Liaise with third parties for custodial matters and administer client data on internal and external systems.

Required Skills:
  • Sound technical knowledge and experience of client take-on within an asset management environment.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills.

Salary:
The salary for this role is estimated to be around £40,000-£55,000 per annum, depending on experience.

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