Senior Client Services Executive Senior Client Services Executive …

Carnegie Consulting
in London, United Kingdom
Permanent, Full time
Last application, 23 Jan 21
GBP50000 - GBP62500 per annum + bonus, pension, health, life assurance
Carnegie Consulting
in London, United Kingdom
Permanent, Full time
Last application, 23 Jan 21
GBP50000 - GBP62500 per annum + bonus, pension, health, life assurance
Wonderful opportunity to work for a hugely successful and innovative fund management boutique that is at the top of its game. This is a genuinely unique opportunity to support so closely and intimately the sales and marketing function of such a fantastic business. A real career opportunity. Strong buy-side Sales Support / Client Services experience required along with demonstrable RFP / Investment Writing experience.

The Opportunity:

  • Wonderful opportunity to work for a hugely successful and innovative investment management boutique that is at the top of its game. This is a genuinely unique opportunity to support so closely and intimately the sales and marketing function of such a fantastic business. A real career opportunity
  • Supporting a growing but very well established sales force (covering institutional clients and financial institutions across UK, Europe and US), you will be key in assisting the business in achieving its fund raising goals
  • You will work closely with the sales team to deliver a consistently high level of client service across all client types and geographies, taking a lead in understanding their client needs and proactively assisting with problem solving
  • Within this role you will take ownership of investor servicing (international clients) dealing with all proactive and reactive client queries, as well responding to the needs of the third party marketing fund who sell a number of key funds into the North American market
  • Produce high-quality, complex requests for proposals (RFP's), requests for information (RFI's) and due diligence questionnaires (DDQ's) based on a well-researched understanding of a client's requirements, all of which are key to proper client engagement and effective sales
  • Updating and maintaining Consultant and internal RFP content databases
  • Ensure all responses to client service and requests for information are clear, accurate, comprehensive, and timely
  • Be the point of contact for new and existing clients for operational, legal, general onboarding and servicing queries
  • To develop a good understanding in ESG content, as well as a familiarity across many other facets of company-level content (e.g. Compliance, Operations, Trading, Product, Risk etc.)
  • Assist sales teams with client follow-up, by email, phone calls and face-to-face meetings
  • Liaise with fund management and operational teams to resolve complex client issues
  • Actively engage with third parties (Transfer Agencies, Fund Platforms etc.) to ensure seamless delivery of the company's products
  • Ensure the CRM system is updated with all relevant client interaction and meeting activity
  • Working with the rest of the team to improve and streamline current client service processes by integrating new technology to create the best experience
  • Working with junior members of the team to ensure high quality responses
  • The asset manager is keen to further develop its Institutional offering, to compliment the on-going success of raising assets from Financial Institutions - Fund platforms; Private Banks; Family Offices; Fund of Funds / Fund of Hedge fund managers

Your Experience:

  • You will have a strong record of academic achievement being able to comfort with both the quantitative and qualitative side of this role
  • Relevant industry qualifications would be beneficial and add further credibility i.e. IMC etc.
  • You will have worked within a sales support / client services function within an asset management business and have gained a broader appreciation of the workings of an asset manager and the key role that a sales department plays within it
  • Investment Writing / RFP skills - It is key that you have had experience of supporting the RFP process and be able to write / prepare them from scratch, rather than cut and paste answers from an RFP database, plus, potentially compiling sales presentations, thought leadership pieces, dealing with client requests etc.
  • In terms of your requirements, you may feel that you would benefit from working within a role that is broader than your current one, offering the opportunity to work much more closely with both the sales team and clients - this is very much a commercially focused role
  • Possess excellent communication skills (both written and verbal), and be able to demonstrate exceptional attention to detail even when working under pressure and to tight deadlines
  • Strong knowledge of institutional and wholesale markets
  • Ability to learn and embrace new technology
  • Understand and keep up to date with compliance issues to ensure ongoing compliance with the FCA Code of Practice

The Company:

  • A hugely well respected active fund management business, with expertise in managing both long-only funds and hedge funds
  • My client has created a collegiate and meritocratic culture that promotes both personal and professional development, and, has led to the creation of a range of exceptionally high performing specialist and investment led funds
  • Located in central London, this firm has a wonderful culture that promotes both personal and professional development
  • Having been established for over 10 years, this ambitious firm is well placed to continue to go from strength to strength
  • Is an equal opportunities employer, committed to building a diverse and inclusive workforce
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