Investment Support Coordinator
1 month ago
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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