Client Service Executive

2 days ago


London, UK, United Kingdom William Blake Group Full time

Responsibilities will include but are not limited to:

• Day-to-day management of client requests/enquiries

• Onboarding/KYC

• Client Reporting

• Distributor due diligence oversight

• Distribution agreement management

• Engaging proactively with internal Institutional and Intermediates Sales teams, other internal teams and third-party service providers

Experience required:

• 12 months experience within Investment Management servicing intermediated/institutional clients

• Awareness and understanding of Consumer Duty

• Exceptional interpersonal skills, confident dealing with internal stakeholders, external service providers and clients alike

• Proactive with a desire to develop skills and provide best in class service

This position is suited to someone looking for their second role post-graduation and will provide you with visibility and access to senior stakeholders and support your ongoing career development.



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