Client Service Writer
1 month ago
Our client is a leading boutique asset manager, dedicated to generating long-term returns by investing in sustainable businesses. Their philosophy is centred around constructing portfolios of leading sustainability companies across public and private markets with conviction derived from deep research and analysis. They are looking to hire a proactive individual to join their London Client Team and become part of the wider business development process.
Responsibilities:
- Develop a thorough understanding of each investor type and their needs to ensure effective client service.
- Acting as the RFP/DDQ author and content steward, utilising the internal databases.
- Manage investor content, update marketing materials regularly and prepare bespoke presentations.
- Manage communication distributions via Salesforce and oversee databases linked to the Client Team.
- Assisting with various client-centric projects as they arise, such as comprehensive due diligence requests, legal and compliance obligations, and significant operational modifications to the firm’s strategies.
- Provide nuanced responses to client-specific due diligence, performance, attribution data requests, as well as ad hoc client requests, prospect research, and in-depth due diligence requests.
- Balance proactive and reactive requests effectively.
- Coordinate complex tasks across teams and time zones while maintaining ownership and leadership over projects.
Requirements:
- A relevant degree or substantial experience within the finance industry, particularly in client servicing, operational roles, or governance functions. Experience in RFP/DDQ responsibilities is highly sought after.
- Prior exposure to RFP/DDQ software, with familiarity in Qvidian being a distinct advantage.
- Advanced skills in Microsoft Office are required, and prior use of CRM tools, such as Salesforce, would be highly beneficial.
- Excellent reading comprehension and writing abilities, with the capacity to create tailored responses to inquiries about various aspects of the firm’s business.
- Strong attention to detail, excellent written communication, and the ability to make sound judgements.
- A methodical approach to tasks, coupled with problem-solving skills and a focus on process enhancements.
- Capable of handling a diverse workload, effectively managing both routine tasks and unforeseen challenges.
- Proficient in leading and executing complex projects across multiple teams and global time zones, taking full responsibility from start to finish.
- A passion for sustainability, particularly in relation to investment management and the broader capital markets.
- Experience with tools like Power Query, Power BI, or Microsoft AI is a plus.
Our Commitment:
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don’t hesitate to let us know.
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