Investment Support Coordinator

1 month ago


London, Greater London, United Kingdom Aldrich & Company Limited Full time

Aldrich & Company Limited is a dynamic Investment Management firm seeking an experienced Client Services Assistant

We offer a competitive salary of £45,000 + benefits, reflecting the firm's commitment to providing exceptional career opportunities.

The successful candidate will play a crucial role in supporting our Investment Management team and their clients. Key responsibilities include:

  • Liaising with dealers and brokers to facilitate seamless client transactions
  • Preparing correspondence and meeting reports to ensure timely communication
  • Utilizing CRM software to manage client relationships and investor applications
  • Coordinating investor processes, including KYC, to maintain regulatory compliance
  • Responding to client queries and attending meetings to provide exceptional client service
  • Managing multiple appointments within a shared diary to optimize productivity
  • Maintaining accurate and up-to-date files to ensure efficient record-keeping
  • Staying informed on compliance and regulation to adhere to industry standards
  • Organizing events, lunches, and meetings to foster strong client relationships
  • Attending client and compliance briefings to stay current on industry developments

To be successful in this role, you will require:

  • Experience in financial services, preferably in investment administration
  • Strong MS Office and CRM skills, with a focus on process efficiency
  • An understanding and interest in financial services, with a passion for delivering exceptional client experiences
  • Excellent client-facing skills, with the ability to build strong relationships
  • Confident communication skills, with a focus on clear and concise reporting
  • A hard-working attitude, with a willingness to learn and adapt to changing priorities


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