Client Services Executive

1 month ago

London, United Kingdom Royal London Group Full time

Job Title: Client Service Executive

Contract Type: 13 months Fixed Term Contract (FTC)

Location: London

Working style: Hybrid 50% home/office based

Closing date: 4th November 2024

 

We are looking for a Client Service Executive to join the Client Group Services team in London on a 13-month fixed term contract. The purpose of the role is to assist the Client Relationship Managers/Directors and Head of Client Services team to meet the servicing and relationship requirements of Royal London Asset Management’s (RLAM’s) external clients.

 

You will consider issues at both a tactical and strategic level to ensure the most effective and efficient allocation of resource and process utilised in the provision of services to clients. You will enjoy working in a busy environment and have a ‘can do’ attitude. This is a fantastic opportunity for a self-starter individual who enjoys client interaction and has a desire to be more client facing.

 

About the role

 

  • Office-based support to Client Relationship Managers (CRM)/Directors (CRD) and Head of Client Services (HCS)
  • Managing the BAU relationships, specific to their book of clients
  • Manging various client transitions
  • Attend client meetings, as appropriate, both at RLAM’s offices or externally
  • Develop understanding of investment strategies and impact on clients
  • Work closely with the RLAM Client Reporting team in checking quarterly and periodic client reports
  • Maintenance of CRM data and contacts
  • Liaise with RLAM transfer agents in conjunction with the Outsourced Operations team, as appropriate

About you

 

  • Proven track record in servicing Institutional clients for a similar asset manager with excellent technical skills
  • Experience of onboarding pooled Institutional clients with various transfer agents (segregated mandates also desirable)
  • University degree, or equivalent qualification
  • Knowledge and experience of the regulatory environment e.g. anti-money laundering rules
  • Excellent organisational and time management skills
  • Excellent writing skills and telephone manner
  • Attention to detail and a ‘can do’, positive attitude

About Royal London Asset Management

 

Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.

 

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. 

 

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits  

 

Inclusion, diversity and belonging 

 

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background. 

 

 

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