Asset Management Client Support Professional

9 hours ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
Job Overview

Taylor James Resourcing is seeking an experienced Asset Management Client Support Professional to join our team in London. As a key member of the team, you will be responsible for providing high-quality client service to Charity clients.

Key Responsibilities:

  • Work closely with Investment Managers to discuss client requirements and arrange for account opening.
  • Maintain existing client accounts, including periodic AML reviews and amendments to agreements.
  • Liaise with internal teams and third parties to ensure seamless communication.
  • Administer client data on internal and external systems.

Requirements:

  • Sound technical knowledge of Client take-on within an Asset Management environment.
  • A working understanding of Anti Money Laundering and Compliance requirements.

Salary Range: £35,000 - £45,000 per annum.



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