Client Experience Specialist

7 days ago


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

Taylor James Resourcing is seeking an experienced Client Experience Specialist to join our team. In this role, you will be responsible for delivering exceptional client service and supporting the investment team.

About the Job Description

We are looking for a highly skilled individual who can administer client data on internal and external systems, ensure AML compliance, and collaborate with Investment Managers on client onboarding and account opening.

Key Responsibilities:
  1. Administer client data on internal and external systems to ensure accurate and up-to-date information.
  2. Collaborate with Investment Managers to onboard new clients and open new accounts.
  3. Provide exceptional client service by liaising with colleagues and responding to client inquiries.
Required Skills and Qualifications
  • Technical knowledge of client onboarding in Asset Management.
  • Strong understanding of Asset Management company structure and investment instruments.
Benefits and Salary

The estimated salary for this role is £28,000 - £35,000 per annum. You will also have access to a range of benefits, including professional development opportunities and a supportive work environment.



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