Institutional Client Service
1 day ago
A specialist boutique asset management firm is looking for an experienced candidate to join their Institutional Client team. This role will involve supporting various client relationships, maintaining the excellent reputation the company has with its clients.Elements of the role include:Deliver an outstanding client management experience to institutional clients.Act as the key point of contact for client and consultant queries, working closely with Client Directors.Provide high level technical support, demonstrating an understanding of a client’s decision-making process and long-term objectives.Identify and follow up on leads and sales opportunities.Prepare and customize marketing materials for potential and existing client meetings and attend when required.Ensure various projects are controlled using effective communication and coordination.Help promote the firm in the institutional marketplace, in addition to managing ad hoc requests effectively and in a timely manner.Work closely with the Head of Sustainability on various initiatives and client requests.Understand the needs of institutional clients.4+ years experience in Client Service or Relationship Management role in an asset management environment.The IMC or CFA qualification is desirable.Applicants should be able to demonstrate a passion for client service, with the ability to perform well under pressure.Strong team player who is also able to work independently and meet tight deadlines.Knowledge of PowerBI would be advantageous.Apply for this job #J-18808-Ljbffr
-
Institutional Client Services
1 day ago
London, United Kingdom eFinancial Careers Full time**Role Profile** My client offers investment strategies across a wide range of equity and fixed income asset classes from fundamental and quantitative investment approaches. This role entails day-to-day support to a team of Client Relationship Managers (RMs) on their client portfolios of predominantly UK and European institutional clients, working within...
-
Client Service Executive, Institutional
1 week ago
London, Greater London, United Kingdom Schroders Full timeJob DescriptionBusiness Area:Client GroupLocation:LondonReporting to:Head of Institutional Client Service EMEAJob title:Institutional Client ExecutiveWho We're Looking ForWe are seeking a Client Executive who is passionate about delivering excellent service to our institutional clients. You will support clients by responding to a variety of queries and...
-
Institutional Client Services Associate
2 weeks ago
London, Greater London, United Kingdom Interactive Brokers Full time £40,000 - £80,000 per yearCompany OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic...
-
Institutional Client Services Associate
2 weeks ago
London, Greater London, United Kingdom Interactive Brokers Full time £40,000 - £80,000 per yearCompany OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic...
-
London, United Kingdom Fisher Investments UK Full timeInstitutional Client Service Relationship ManagerJoin to apply for the Institutional Client Service Relationship Manager role at Fisher Investments UKInstitutional Client Service Relationship ManagerJoin to apply for the Institutional Client Service Relationship Manager role at Fisher Investments UKGet AI-powered advice on this job and more exclusive...
-
London, United Kingdom Fisher Investments Full timeThe Opportunity: As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates,...
-
Institutional Client Operations Specialist
7 days ago
London, United Kingdom Fisher Investments Full timeThe Opportunity: The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to...
-
Institutional Client Operations Specialist
3 weeks ago
London, United Kingdom Fisher Investments Full timeJob DescriptionThe Opportunity: The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the...
-
Institutional Client Operations Specialist
4 weeks ago
London, United Kingdom Fisher Investments Full timeThis job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.The Opportunity: The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments,...
-
Institutional Client Operations Specialist
2 weeks ago
London, United Kingdom Fisher Investments Full timeThe Opportunity: Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments, pension funds, foundations and endowments,...
