Institutional Client Service - £Exc + bens + bonus - Ref: AB14723

An outstanding opportunity has arisen within this highly regarded mid-size Asset Manager for a Client Service professional to support their Institutional clients. The primary focus of the role is to provide full support to the sales team and assist them in raising and maintaining assets for funds and mandates and to service all clients by providing timely and accurate fund and operational assistance.

Roles & Responsibilities

  • Manage client queries in a timely & professional manner. Queries range from literature requests, detailed fund information, performance attribution requests and assisting with dealing & operational queries. Keep the sales team updated on all client interaction to ensure that the flow of information remains constant and that no opportunities are missed.

  • Ensure that all regular client reporting is collated & distributed to clients by the agreed deadlines. Help to produce some bespoke client reports.

  • Help coordinate meeting requirements for the Institutional Team (documentation, presentations and reports).

  • Help the sales team organise client marketing trips, fund manager lunches, meetings and conference calls. Assist with the preparation of fund material

  • Work with Head of Institutional Client Service to ensure the accurate and timely completion of RFPs and client questionnaires (one offs & regular) for new and existing clients

  • Attend roadshows, conferences and client meetings as required.

  • Maintain and update records on the CRM database. Work with the sales team to keep client lists up to date

  • Build & maintain effective internal relationships with relevant colleagues to ensure that high levels of client service are maintained at all times

Experience & Qualifications

  • Knowledge of working with Institutional clients.

  • A thorough understanding of Salesforce.

  • A good understanding a breadth of asset classes gained from within the Fund Management industry.

  • A self-starter with strong communication and presentation skills coupled with the ability to work independently and engage effectively with clients at all levels.

  • Good understanding of compliance procedures.

  • Word, Excel and PowerPoint

To hear more about this exciting opportunity, please contact Alex Brown on 020 7847 8878 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.