Client Service Executive (1-Year)

About the Company

A global leader specializing in diversified investment management solutions.

About the Job

• Sales Enablement: Provide dedicated operational support to the sales team to facilitate client acquisition and retention.

• Client Inquiry Management: Serve as the first point of contact for client requests, ensuring timely and accurate resolution of all service-related matters.

• Onboarding Coordination: Manage the end-to-end documentation process for new client accounts, ensuring compliance with internal standards.

• Reporting & Communication: Prepare and distribute regular investment reports, fund updates, and marketing materials to the client base.

• Database Integrity: Maintain and update CRM systems to ensure all client interactions and data are accurately captured.

• Cross-Functional Collaboration: Work closely with investment, legal, and operations teams to streamline the client experience.

Skills and Requirements

• Industry Expertise: Proven experience within asset management or financial services, specifically in a client-facing or sales support capacity.

• Product Knowledge: A solid understanding of investment vehicles and the regulatory environment governing the industry.

• Communication Skills: Exceptional verbal and written proficiency, with the ability to articulate complex information clearly.

• Detail Orientation: High level of accuracy in managing documentation and handling sensitive financial data.

• Technical Proficiency: Skilled in using CRM software (such as Salesforce) and the Microsoft Office Suite.

• Adaptability: Ability to thrive in a fast-paced environment and manage multiple competing priorities effectively.

To apply online please use the apply function.(EA: 94C3609/ R24124496)