Client Service Associate recruitment
This excellent career building opportunity will provide the right individual with invaluable knowledge of the financial services industry, as well as the chance to continually develop their already strong communication and client services skills. Previous B2B client services experience within the industry is required to be a successful candidate for this position.This role would suit a dynamic, enthusiastic and customer focused professional with a keen eye for detail. Flexibility with long working hours and the ability to work well within a team are essential for this particular position.Apply Read more […]
Client Service Associate recruitment
The role will be responsible for servicing and marketing to clients based in South East Asia.The role will support the overall relationship management effort in providing answer to ad hoc client inquiries, preparing of client presentations as well as preparing Requests-for-Proposals and client reports. To be considered for this critical role, you will need to demonstrate:Minimum of 3 years experience in the asset management industryUndergraduate degree; Business, Finance or Economics majors preferred. Progression towards CFA or MBA a plusKnowledge of fixed income products will be ideal.Strong Read more […]
Client Service Associate recruitment
A Global Investment Management Company requires a Client Service Associate to join its Surrey based team. Resoponsibilities: Take Incoming phone calls within agreed performance and quality standards. Demonstrate high levels of customer focus. Take ownership of individual issues and ensure they are resolved to the satisfaction of the customer and the company. Remain highly motivated and focused towards achieving set individual, department and company performance goals. Answer contacts in a friendly and professional manner – making sure all aspects of the request are fully addressed and provide relevant Read more […]
Client Service Associate recruitment
An opportunity currently exists with a dynamic global Wealth Management organisation with over £20billion assets under management based in Central London.This vacancy is for a graduate to be a Client Service Associate where you will be responsible for on-boarding and maintenance of client accounts. In addition to conducting KYC/AML checks, processing documents and facilitate in transfer of assets. Furthermore, you will be involved in various business projects.The successful candidate for this role MUST have:- 2.1 Bachelors Degree + AAA at A-Levels- Personal or professional track record of achievements- Read more […]
Client Service Associate recruitment
You need to provide support for client related activities and secretarial and administrative support .Maintain records on transactions, generate reports related to client activities, and conduct liaison between sales team and operations staff as well as between sales team and other departments.You also need to take and place orders of equities, bonds, structured products, and fixed-income products.Any other job duties which the supervisor may delegate from time to time.You need to have around 2-5 years relevant experience in private banking or investment banking industry.Interested Candidates Read more […]
Client Service Associate recruitment
Client Service• Help service $3b+ book of Endowment, Foundation and Healthcare clients • Initiate, prepare materials for and co-host (w/ PM, Client PM and/or rep) quarterly client strategy update meetings and calls • Provide summary notes of meetings and share investor feedback with Institutional Marketing Department • Spearhead new account opening process, coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs • Coordinate client contribution and redemptions with PM teams, traders operations • Track and produce multiple Read more […]