Client Services Specialist

1 week ago

London, United Kingdom Ad Idem Consulting Limited Full time

Our client is a well-known Investment management firm looking to hire a client services specialist to support sales in managing client relationships. Specifically, they are looking for someone with experience handling institutional or wholesale clients.

**Duties & Responsibilities**
- Broaden relationships with existing clients. Support Sales in strategy planning and growth opportunities.
- Deal with client enquiries and complex client issues related to products, processes or services.
- Handle client activities on a proactive and reactive basis including supporting sales initiatives, new product launches and change management.
- Facilitate and support client meetings. Take responsibility for relationship management activities and act as a mentor to other team members covering junior RM activities.
- Act as an SME/VOC on internal projects to improve infrastructure, services, digital strategy, cost to serve or reporting and improving how we conduct business and what we offer to our clients.
- Provide key team statistics to the team manager, identifies team service issues and works to resolve them.
- Coache junior staff to support Crew development, technical skills improvements and provides experience on approaches to client issues.
- Works on new business development initiatives including providing responses to RFPs and sales queries.

**Qualifications**
- Minimum of ten years financial services experience. Five years’ experience in Client Services strongly preferred.
- Undergraduate degree or equivalent combination of training and experience
- Industry qualifications; IMC, CFA level 1 or more would be highly preferred.
- Evidence of having worked with large/complex clients.
- Team leader or mentoring experience highly valued
- Project management skills.
- Understanding of client legal agreements.
- Experience of Wholesale client models.

  • Client Services Specialist

    7 days ago

    London, United Kingdom Brookson Ltd Full time

    Job Advert **Are you passionate about providing exceptional customer service and dedicated to ensuring that every client's needs are not only met but exceeded? If so, we have an exciting opportunity for you!** Brookson, renowned for its exceptional services for over 25 years, has been acquired by People2.0, the world's leading enabler of global, flexible,...

  • Client Services Specialist

    2 weeks ago

    London, United Kingdom Withersworldwide Full time

    **Type**: Permanent - Full Time **Location**: London **Job Role**: Divisional Support **Job title: Client Services Specialist (formerly secretary/PA)** **Reports to: Divisional Supervisor (Private Client and Tax)** **Location: London, UK** The role will be categorised as 'hybrid' in line with the firm's Mobile Working policy. **Areas of focus and...

  • Client Services Specialist

    1 week ago

    London, United Kingdom 1stdibs.com Full time

    1stDibs is seeking ambitious, hard-working, smart, tech-savvy applicants with superior written and verbal communication skills to support our growth and to provide a winning customer service experience. Our London-based **Client Services Specialist** **is tasked with assisting consumers, Trade clients, and dealers with a variety of questions and concerns in...

  • Client Service Specialist

    2 weeks ago

    London, Greater London, United Kingdom IQVIA Full time £55,000 - £60,000 per year

    Client Service Specialist - Consumer Health & MedtechLocation: London, UK (Hybrid)Role Details:An exciting new role has become available within the UK Client Service team. We are looking for a talented, hardworking, dedicated individual who is a strong communicator to work in the role Consumer Health & MedTech Client Service Manager.  The role of the...

  • Client Services Specialist

    5 days ago

    London, United Kingdom Twelve Securis Full time

    Job DescriptionOUR ORGANISATION Twelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets...

  • Client Services Specialist

    1 week ago

    London, United Kingdom Twelve Securis Full time

    OUR ORGANISATION Twelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in...

  • Client Service Specialist with Russian

    7 days ago

    London, United Kingdom JPMorganChase Full time

    DescriptionThe Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients.We are actively looking for driven individuals who are collaborative engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high...

  • Client Service Specialist

    5 days ago

    London, United Kingdom Edhec Business School Full time

    **Job Title: Client Service Specialist** **Location**: Based in the London office. **About us**: EDHEC is looking for a mid-senior executive to join a team working on private investments with the mission to engage the investment community worldwide and increase the impact of EDHEC research amongst market participants and their relationship with...

  • Client Services Specialist

    1 day ago

    London, Greater London, United Kingdom Jobs via eFinancialCareers Full time

    OUR ORGANISATIONTwelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in...

  • Client Service Specialist with Russian

    1 day ago

    London, Greater London, United Kingdom JPMorganChase Full time

    DescriptionThe Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients.We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high...