Client Services Representative
4 days ago
We are seeking a highly skilled and experienced Client Services Executive to join our dynamic team at Montpellier Resourcing Associates Limited. As a key member of our client-facing team, you will be responsible for delivering exceptional client experiences and building lasting relationships with our esteemed clients.
Key Responsibilities- Client Relationship Management: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
- Process Optimization: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model.
- Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights.
- Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.
- Client Lifecycle Administration: Ensure that all processes are in adherence with the RIM Operating Model, including on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Record Keeping: Maintain client records and internal CRM systems.
- Administrative Support: Assist with answering incoming calls, reception, post duties, marketing, and events.
- Previous Experience: Previous experience working within financial services is highly advantageous.
- Client Facing Experience: Client-facing experience within financial services is required.
- Personality and Skills: Personable and professional with strong time management skills and a keen eye for detail.
- Technical Skills: Strong IT skills including Microsoft Office packages.
- Thriving Environment: Join a fast-growing boutique Investment House at the heart of the financial services sector, where exciting growth and expansion create a dynamic and stimulating work environment.
- Meaningful Client Impact: As a Client Services Executive, you will play a pivotal role in shaping exceptional client experiences and making a real difference in clients' lives.
- Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector, engage in diverse and challenging projects, and receive ongoing training and development.
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