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Assistant Relationship Manager

3 months ago

UK, UK, United Kingdom Allegis Global Solutions Full time
  • 8 months' contract
  • PAYE / Umbrella
  • London (hybrid)
  • Investment Banking


Description


Role:

  • A temporary / interim role to support the WM External Asset Management desk in the execution of the exit of EAM end-clients (due to commercial or other criteria) prior to integration:
  • Assist the team in the coordination and processing of end-client exits
  • Ensure appropriate documentation is collated and held for all exit clients and their processing
  • Liaise with operations and other departments on client exit processing, progress and remediation
  • Assist RMs in the preparation of exit engagement calls and documentation
  • Support RMs in the processing of asset transfers and termination of accounts
  • Notify RMs and desk head of issues/pending items encountered in the delivery of exit processing


Qualifications


Requirements:

  • General understanding of WM (and within this External Asset Management services) and associated client journeys and their administration
  • Experienced and able to provide a high level of client service to EAM and their clients
  • Experience of account processes for PB and WM for different types of clients
  • General understanding of WM applications
  • Client service orientated and able to engage with clients in a highly professional manner
  • Proficient with core Microsoft Office applications
  • Demonstration of accuracy, organisation and attention to detail
  • Ability to work on own initiative and to prioritise work
  • Effective time management, and able to meet targets and deadlines