Client Relationship Manager
2 weeks ago
Aldrich & Company Limited is seeking a highly skilled Client Services Administrator to join its Investment Management team. As a Client Services Administrator, you will play a critical role in providing administrative support to the team, ensuring that all client interactions are handled efficiently and effectively.
About the Position
As a Client Services Administrator, you will be responsible for preparing correspondence and meeting reports using CRM software. You will also be processing investor applications and coordinating investor processes, including KYC. Attending meetings with clients and managing multiple appointments within a shared diary are additional key responsibilities. Ensuring files are up-to-date and staying informed on compliance and regulation are essential aspects of this role.
Responsibilities
You will be the primary point of contact for clients, responding to their queries and resolving any issues they may have. You will also be preparing correspondence and meeting reports using CRM software. In addition, you will process investor applications and coordinate investor processes, including KYC. Furthermore, you will attend meetings with clients and manage multiple appointments within a shared diary. Your role will involve keeping files up to date and staying informed on compliance and regulation.
Main Responsibilities:
- Providing administrative support to the Investment Management team
- Liaising with dealers and brokers
- Preparing correspondence and meeting reports
- Using CRM software
- Processing investor applications and coordinating investor processes, including KYC
- Responding to client queries and attending meetings with clients
- Managing multiple appointments within a shared diary
- Keeping files up to date
- Keeping up to date on compliance and regulation
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