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Client Solutions Executive
4 months ago
An exciting role has opened at a top tier Investment Management house in London, as a Client Service Solutions Executive. This opportunity is a great next step for a candidate looking to progress in their Client Relations career. The successful candidate will have thorough knowledge of the client lifecycle, experience working with high volume, large institutional clients and experience solving complex client issues.
This role sits between client operations and client service and acts as the escalation point for support team. You will:
- Build and maintain strong relationships around the business
- Develop a strong knowledge of the products, client strategies and operational platform.
- Review and monitor the service provided to client teams and assist with any barriers faced.
- Work closely with teams around the business to monitor and ensure tactical and strategic solutions are considered
- Assist with escalations for operational issues and represent client service and operations projects with key stakeholders.
- Display strong technical understanding of investment products, institutional needs and investment objectives
The ideal candidate will have:
- Experience working within the investment management industry, and understanding of investment vehicle options.
- Strong overall knowledge of the industry, with experience of segregated, pooled and bespoke funds. Particularly with Pensions and Insurance clients.
- Excellent interpersonal skills, with good negotiation skills and excellent written and communication skills
- Confidence in strategy discussions with critical thinking skills
- Workflow management experience, report writing and project management skills.
- Resilient, highly organised, team motivated and the enthusiasm to hit the ground running
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.
Unfortunately, due to the large number of applications for this role, we may not be able to contact you if you don’t fit the role.
