UK Institutional CRM

Job Summary

A leading fund house is looking to bring additional support in to its UK Institutional Client Relationship team with the hire of a proven CRM.

About the Client

This firm is one of the premier independent asset management houses, with a strong brand both domestically and internationally.

Job Description

The firm is looking for an individual to help assist the senior Relationship Manager to support and develop good working relationships with all key external clients, as well as internal clients such as Distribution and the Investment teams.  This is based on the ability to ensure clear and accurate communications, with a pro-active attitude.  The successful candidate will build and maintain relationships, answering questions and handling queries, and quickly and effectively ensure that clients are constantly updated on all aspects of their investments.

 

A successful candidate will:

·         Have had significant exposure to working with institutional clients within the investment management industry.

·         Demonstrate a good knowledge of investment accounting, to understand client reports and performance calculations.

·         Have experience of maintaining Client Accounts & managing a CRM database.

·         IMC qualified.

 

This is an ideal opportunity for someone who has experience in CRM / Client Services and is now looking to move up and gain more responsibility.  You will be handling the full gamut of clients’ needs; from managing and monitoring client subscriptions and redemptions and ensuring that client instructions are actioned, to pro-actively preparing key meeting materials and maintaining business plans and other client management information.  This position also works very closely alongside a senior RM so offers the chance to learn from a proven relationship professional. 

 

Submit your CV in Word format and please note that only successful applicants can be contacted.

For more information, call 020 3178 4079 quoting the job number (1195), or apply online by using the box below to submit your CV.

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