Client Services

4 weeks ago


London, United Kingdom Bruin Full time
Ref: 37288Client Services & Implementation Associate - Asset Management

 

London

 

The Associate will collaborate with the broader Investment team, contributing support to the Client Service and Implementation department. Their duties will involve overseeing the onboarding process for insurance entities, aiding in the implementation of investment strategies, and facilitating prompt resolution of client issues. Candidates should possess practical experience in Client Service/Relationship Management within an asset management context.

 

PRIMARY RESPONSIBILITIES:

Coordinate with Investment Team for the onboarding of all new mandates, the establishment of new fund structures, and separately managed accounts to support the implementation of investment strategy.

  • Assist with the coordination of ISDA/CSA documentation working with external counsel on behalf of Fund structures and insurance clients’ balance sheets.
  • Work with Legal to assist with the drafting of client Investment Management Agreements (IMAs), new fund documentation, service definition (SLAs), and legal document execution for ISGI clients.
  • Coordinate Due Diligence Reviews and completion of Due Diligence Questionnaires (DDQs) on services in addition to managing quarterly/annual services review of external service providers on behalf of the insurance clients.
  • Primary contact for managing day-to-day queries with service providers (Fund Administrators, Depositary Bank, and AIFM) in each of the jurisdictions that ISGI’s clients have established Funds.
  • Primary point of contact with the Investment teams' clients to ensure the prompt resolution of client matters, including operational and reporting issues they might have with internal teams and external service providers.
  • Support the team with additional ad hoc projects, including but not limited to the business function, operational support, investor requests, and presentations.
 
  • QUALIFICATION AND EXPERIENCE REQUIREMENTS:

     

  • Experience in a client-facing role for an asset management firm.
  • Experience coordinating and leading complex client and new fund onboardings.
  • Strong ability to balance multiple tasks concurrently with keen attention to detail and a focus on delivery.
  • Excellent organisational and project management skills, with the ability to lead and influence positive outcomes.
  • Desirable experience working with ISDA/CSA documentation.
  • Thrives in a rigorous and fast-paced team-oriented work environment.
 Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons - men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

  • London, United Kingdom Rapport Guest Services Full time

    Role Responsibility Ensure adherence to operational and service standards from the whole team Promote accountability from the whole team Hands on approach within daily operation and managing team's performance Leading and managing various projects for the clients Encouraging and promoting team engagement Ability to build excellent rapport...

  • Client Services

    7 days ago


    London, United Kingdom Chartermore Partners Ltd Full time

    The role is essential to provide existing clients with our service in a fully compliant manner and in line with defined service levels as well as supporting the new client operational onboarding process. **Key responsibilities** - Assisting with presentations of operational services to prospects as well as training workshops for prospects and clients. -...


  • London, United Kingdom Client Full time

    Full Stack Engineer Fully Remote / Hybrid London £70,000 to £80,000 + Stock Options + Holidays + PensionExcellent opportunity for a Full Stack Object-oriented PHP Engineer to join a high velocity start up, as they begin their expansion into their scale up phase, offering high salary, remote working, autonomy and stock options!This SaaS company have...

  • Client Services

    4 weeks ago


    London, United Kingdom Creative Personnel Full time

    Location London, Greater London, South East, England - Sector: Digital Marketing, Client Services - Job type: Permanent - Salary: £55000 per annum - Client: Creative Personnel - Contact: Lanre Akanni If B2B marketing is your forte and you have the depth of experience and character to be the key account contact for a global organisation then this role will...

  • Client Services

    4 weeks ago


    London, United Kingdom Hays Specialist Recruitment Limited Full time

    Client Services Officer Prestigious international Bank have an interesting and varied opening with Client Services Top benefits package **Requirements**: - Previous experience in UK banking - Have a positive and flexible attitude to work and willingness to embrace new initiatives - Be a confident and highly motivated individual - Be able to work with a team...


  • London, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    Client Advisory Manager - Regulatory Compliance Client Advisory Manager - Regulatory Compliance IQ EQ Administration Services (UK) Ltd London, United Kingdom Client Advisory Manager - Regulatory Compliance IQ EQ Administration Services (UK) Ltd London, United Kingdom Posted 1 day ago Permanent Competitive Job Description The main purpose of...

  • Client Director

    4 weeks ago


    London, United Kingdom EOS IT Solutions Full time

    EOS IT Solutions is a global technology and logistics company, providing Collaboration and Business IT Support services to industry leaders worldwide. Our commitment to customer satisfaction, service quality, and investment in our partners and employees sets us apart. As a true international IT provider, we prioritize global simplicity and transparency in...

  • SVP Client Partner

    4 weeks ago


    London, United Kingdom WNS Global Services Full time

    Job DescriptionJob Title: Client Partner - Hi-Tech and Professional ServicesAs a Client Partner at WNS, you will play a pivotal role in driving business improvement and transformation for our clients. Serving as the advocate and industry SME, you will engage closely with clients, understand their challenges, and develop solutions to achieve strong account...


  • London, United Kingdom Page Personnel Finance Full time

    Client Service role supporting my clients personal investors with their current portfolio. 6 months position to support volume of growing company. **Client Details** One of the largest Asset Managers Globally. **Description** - Ensure that all client enquiries are responded to within defined service levels and in line with standards. Ensure the timely...


  • London, United Kingdom Kennedy Pearce Consulting Full time

    **Job details**: - Posted 19 April 2023 - Salary £200 - £210 per day + Hybrid Working - LocationCity of London - Job type Temporary - DisciplineBanking Operations - ReferencePB_CSP_1681919435 - Contact NamePaul Butterfill **Job description**: Full training will be provided and our client offers hybrid working *** **Duties & Responsibilities as Client...


  • London, United Kingdom Crossbridge Capital Full time

    Company Description Crossbridge Capital is an independent investment advisory firm offering wealth management services to high net worth private clients. With sizable client assets under supervision, and extensive expertise in financial services, Crossbridge Capital has developed an integrated platform to deliver a full range of services to its clients....


  • London, United Kingdom Crossbridge Capital Full time

    Job DescriptionCompany DescriptionCrossbridge Capital is an independent investment advisory firm offering wealth management services to high net worth private clients. With sizable client assets under supervision, and extensive expertise in financial services, Crossbridge Capital has developed an integrated platform to deliver a full range of services to its...


  • London, United Kingdom Ad Idem Consulting Limited Full time

    Our client is a well-known Investment management firm looking to hire within their client service team. **Duties & Responsibilities** - Ensure that all client enquiries are responded to within defined service levels and in line with company standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that...


  • London, United Kingdom Handle Recruitment Full time

    The Handle group was founded in 1978 and our heritage, passion, and specialisms are rooted within the media and entertainment industries. Handle Freelance Solutions was established in 2014 and has become the preferred outsourced payroll and compliance solution for an impressive base of Media, Entertainment and Fashion brands. We are looking for a client...


  • London, United Kingdom Handle Recruitment Full time

    The Handle group was founded in 1978 and our heritage, passion, and specialisms are rooted within the media and entertainment industries. Handle Freelance Solutions was established in 2014 and has become the preferred outsourced payroll and compliance solution for an impressive base of Media, Entertainment and Fashion brands. We are looking for a client...


  • London, United Kingdom Insignis Cash Full time

    The position will be mixed working both remotely and, in our Cambridge, office located in the Innovation Centre. We are seeking a friendly, highly skilled client services associate to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing enquiries, and promptly directing customer...


  • London, United Kingdom Page Personnel Finance Full time

    The Client Service Assistant will be tasked with supporting Client Services Associates on the team, undertaking more junior tasks as you grow your knowledge and skills. You will bring a high level of care and attention to even the most basic task and willdemonstrate intelligence through an ability to pick up new things quickly **Client Details** The...


  • London, United Kingdom Orla Rose Associates Full time

    Head of Client ServicesOlra Rose Associates is partnering is a boutique wealth management firm specializing in personalized financial services for private clients. With a commitment to integrity, expertise, and client-centered solutions, we offer bespoke wealth management strategies tailored to meet the unique needs and goals of each individual...


  • London, United Kingdom LGBT Great Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As a Client Services and Derivatives Onboarding Specialist you will be the central point of contact for all aspects of client on- boarding/account opening and aligned with clients or specific sales desks to ensure an effective...


  • London, United Kingdom Artemis Recruitment Full time

    A 5* private healthcare assessment clinic in West London are looking for Client Services Administrator to join their team **Key responsibilities of the Client Services Administrator** Organise health assessment schedules for clients, clarifying their availability, making appointments for them with imaging or clinical consultant providers and communicating...