Job DescriptionWhat will you be doing?To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Investment Managers to deliver excellent client outcomes. To build relationships with clients and maintain regular contact.Maintain back-office systems and client records in line with the company policies.Request policy information from third party policy providers if applicable.Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.Preparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentations
Updated: 05 May 2024
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Jobs in the cities of England - fresher vacancies (869922) на Kit-Jobs.Ru: Senior Client Administrator • Evelyn Partners, UK, London. Here you can learn about the employer vacancy for free online.
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