Senior Manager – Retail Client Services recruitment
Our client, a leading global multi-boutique Investment Manager, has an excellent opportunity as a Senior Manager within their Retail Client Service team.This is a key managerial role acting as the primary interface between Sales, Marketing and Product Development functions within this Asset Manager.You will be responsible for ensuring that the service model delivered through the TPA (both UK and offshore) provides the best support to the distribution partners in both the retail and institutional space; explaining new product launches and product mix; and monitoring and reviewing quality control.You Read more […]
Retail Client Services recruitment
Handle telephone and e-mail enquiries from clients and transfer agents with the highest standard of care and attention across a variety of the businesses’ Retail products including Onshore and Offshore fund ranges. Match appropriate fund or account documentation to client request. Respond to queries in a professional and timely manner within agreed deadlines. Client account opening and maintenance – Liaise with clients and compliance to ensure KYC documents are requested and received in accordance with the businesses’ AML requirements. Ensure maintenance documents such as authorised signatory lists, Read more […]