Job Description:

Our client, a leading financial services firm, is seeking an experienced Client Service Executive to join their team in Cambridge on a permanent basis.

The successful candidate will serve as the main liaison for client inquiries, handle all stages of client lifecycle, and oversee the operational framework for their investment management team.

Essential Skills/Experience:

• Experience working in a similar role in Financial Services managing end-to-end administration processes.
• Understanding of the products and services we provide.
• Knowledge of regulatory environment in which we operate.
• Client Facing Experience (desirable).

Core Responsibilities:

• Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
• Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
• Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
• Manage the client lifecycle administration process to ensure a timely and efficient client experience.
• Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
• Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
• Work closely with the team and wider administration functions to develop and share best practice.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16010

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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