Operations & Distribution

Client Services/ Reporting Associate- Asset Management

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My client, a top AM firm, is looking for a Client Services Associate.

Job Code: 04212016
Pay Rate: 40000

Job Description:

  • Fielding all ad hoc requests and coordinating with other associates inside and outside the the UK team to respond to these requests.
  • Overseeing client reporting (which is mostly undertaken by the Client Service Team) and managing those reports which require direct input.
  • Working with clients and internal functions such as compliance and marketing to produce client specific sales aids and marketing materials.
  • Supporting the rest of team to produce ad-hoc reports or illustrative data to respond to client queries and support sales efforts.
  • Ensuring that that any relevant materials produced by other parts of the firm globally are shared with clients.
  • Liaising with Product and Client Service on operational issues and setting up new funds, shareclasses or accounts.
  • Producing regular investment related reports for UK financial advisers

They are looking for a person with Client Operations experience with in Asset Management. Please get  in touch if you think you may  be suitable for the role.


Preferred Skills: