Client Relationship Management – UK Client Liaison recruitment
CRMs provide clients with a principal point of contact for all aspects of our service and new business development. The teams manage the bulk of the UK client relationships. The role has strong connections to the pensions industry, with a focus on client service and fund sales in the UK.
The main duties of the position is as follows:
• Act as a first point of contact for a wide variety of queries and requests from clients, consultants, custodians and internal departments
• Coordinate and attend client meetings
• Co ordinate the client on boarding process
• Manage client deadlines and expectations especially in respect of reports and presentations
• Support colleagues from a range of teams to respond accordingly, following further individual research if so required
• Complete periodic team tasks such as cash management, pooled fund deals
• Use good judgement regarding when to inform management/fund directors/ compliance team of issues arising and be responsible for your own individual deadlines
• Have a good knowledge of UBS product range and be able to highlight cross selling opportunites where appropriate
Candidate Requirements :
• In order to apply, you should have a good understanding of the Corporate pensions industry and be already in a client facing role
• Have an understanding of Asset Management product range available for Corporate clients
• Be flexible with regards to working hours and be able to work quickly and accurately on a wide variety of tasks
• Be an effective team player and have the ability to work independently
• Have good MS Word, Excel and Powerpoint skills
• Possess strong communication skills, both written and verbal
• Be focused on identifying and meeting client needs
• Possess strong numerical skills
• Hold an IMC or be willing to take exams