Client Services Manager recruitment
About the Role
The main objective for this role will be to manage the client take-on process and the ongoing servicing within the department. Some of your key responsibilities will include:
Ø Driving the on-boarding process for taking on new clients
Ø Managing the anti-money laundering compliance checks
Ø Liaising with fund managers / transfer agents for the investment or disinvestment of subscriptions and redemptions
Ø Instructing trades for certain third party investment vehicles
Ø Overseeing quarterly client report production
Ø Providing ongoing client service
Ø Working alongside client consultants and attending client meetings as required
The jobholder will be expected to be individually registered as an investment manager with the FSA (Controlled Function CF30) within the first three months of appointment to the role.
Canndidate requirements
Educated to degree level and have an investment qualification.
Demonstratable experience within an asset management business and will have worked with institutional clients.
Good understanding of all major asset classes, and of different pooled and segregated investment structures.
A basic understanding of pension funds. strong communication and influencing skills.