London UK

Client Service Analyst

Date added

10 September 2021

Job sector

Asset & Wealth Management

Job type

Permanent / Full Time


Work as a team to complete fund and managed account client reporting each month.

Role and Responsibilities
  • Client reporting: work as a team to complete fund and managed account client reporting each month.
  • Client account management:
    • o Respond to ad-hoc client queries
    • o Accurately record and monitor client interactions in our CRM system (Salesforce)
    • o Assist broader Distribution team with client relationship matters.
  • Contribute to and suggest initiatives to improve the sales, client service and marketing processes.
  • Portfolio information: collate portfolio and market information to support the business development team in communicating with investors.
  • External service provider and data management: manage, develop and improve the relationships, interactions and procedures with our external service and data providers, including but not limited to:
    • o Salesforce, Seismic, RFP tool, Ardevora website, consultant databases
  • Platform management: onboard new client investment platforms where needed, and manage existing platform relationships. Includes tracking and analysing MI reports for flows and holdings of underlying platform investors.
  • RFP completion: collaborate within the team and with other teams in the firm to complete RFP/DDQ responses for prospects, clients and consultants. Maintain and review RFP answer library and manage relationship with third party RFP solution provider.

Skills & Capabilities
  • Strong written and verbal communication
  • Some knowledge and understanding of UCITS, equity markets and the asset management industry
  • Analytical, organised and detail-oriented
  • Strong MS Office capabilities, particularly in excel and powerpoint.
  • Process improvement focus
  • Confident and outgoing
  • Keen to learn
  • Team worker
  • 2+ years of relevant industry experience

The perfect role
for you? Don’t hesitate…

Apply now