Client Services Executive

Description:

Our client a leading Investment Management firm are currently looking to hire a Client Services Executive. The successful candidate will have great communications skills and attention to detail.

Role Duties:

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers
• Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
• Implementing and communicating company practice in carrying out tasks
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks