Client Relationship Support - Investment Funds

Job Type:
Permanent
Job Sector:
Client Relationship Management, Unit Trust & OEIC Administration
Region:
Essex
Location:
Chelmsford
Salary Description:
£Competitive
Posted:
13/09/2021
Job Ref:
3744

Our client has an excellent opportunity for an investment funds specialist with strong client facing skills.  Supporting Client Relationship Managers, you will assist in change and onboarding projects, whilst generally supporting management company clients with day to day queries.

Key Responsibilities:
  • Assisting and supporting the client service management function
  • Assisting change management and onboarding projects
  • Handling queries from management companies as part of BAU
  • Compilation of monthly MI and KPI packs
  • Building strong internal and external relationships
A chance for a fund administration specialist who has already gained client facing experience to move into the client relationship function.  The successful candidate will have strong numeracy and analytical skills as well as being a confident communicator.  
Contact Details:
Tel: 01277 263578
Contact: Steve Johnson
Email:

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