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Client Services/Sales Executive - Asset Management

  • Location: London
  • Sector: Operations
  • Salary: £25000 - £30000 per annum
  • Job type: Permanent
  • Date posted: 15/08/2017
  • Job reference: 27310
This vacancy has now expired.

A new opportunity has become available at an Investment Manager for a Sales Support Executive.

Duties to include:

  • Respond to internal enquiries on funds and products ensuring all interaction with our customers is handled professionally and efficiently
  • Anticipate, manage and respond to fund performance questions from clients, working with internal partners to ensure client's expectations are met and responses are given in line with the data release policy
  • Lead and participate in UK Business Administration project work as required
  • Using both internal and external systems extract fund performance, portfolio and other data items to support client requests as required; Client retention, through proactive client service support, is an extremely important aspect of the responsibilities
  • Regularly liaise with key business partners as required
  • Regular reporting - provide fund information to key business partners on a monthly and quarterly basis. Ensuring information provided is of a high standard and delivered within agreed timelines
  • Working closely with the Manager, Sales Support lead a continuous review of Legal Agreements and Service Level Agreements to ensure that they are up to date

The candidate will have:

  • Experience within an Asset Management organisation or similar in a client facing role is beneficial
  • Excellent research and analysis skills
  • Excellent ability to communicate and interact well with all levels, both internally and externally
  • Excellent customer service focus, ability to be flexible with client needs dictating required focus
  • Proficiency with Microsoft Office applications, including Excel, PowerPoint and Word

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