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Senior Client Representative - Asset Management

  • Location: London
  • Sector: Operations
  • Salary: Negotiable
  • Job type: Permanent
  • Date posted: 07/08/2017
  • Job reference: 27518
This vacancy has now expired.

A new opportunity has become available at an Investment Manager for a Senior Client Representative.

Duties to include:

  • Answer all customer inquiries, determine the customer concerns/problems and help to resolve any issues
  • Identify customer's current and future needs to proactively enhance their experience
  • Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
  • Process any customer requests in the business systems
  • Correspond with customers via fax, chat applications/website, email or complex written correspondence
  • Keep up to date on new products, market conditions and regulatory requirements, to ensure that you can operate effectively and make suggestions that are in the best interest of the customer, funds and enterprise
  • Detect and assess potential signs of fraudulent and/or suspicious activity and take appropriate action with guidance from the wider team
  • Participate in business process improvement activities
  • Identity trends and recommend improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
  • Develop and leverage internal and/or external relationships to achieve shared priorities/goals, satisfy customer needs, resolve problems and increase business insight/awareness

The candidate will have:

  • Strong customer service experience
  • Knowledge and understanding of Asset Management and the products that are offered
  • Experience handling investment products
  • Ability to work independently and also within a team in a fast paced environment and meet agreed turnaround times

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