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Our client is a well-known, fast growing, innovative Investment Management company
To provide Relationship Management and Investment support to a Senior Private Client Relationship Manager and Intermediary Clients.
The Assistant Relationship Manager role will play a key role in a top performing private client team, servicing high end clients, within a dynamic and highly successful investment management company.
Taking responsibility to ensure all client and wealth manager communication is accurate, appropriate and delivered at the right time, including emails, letters and proposals. Working closely with IFAs.
Receiving telephone queries from clients and wealth managers, escalating in a minority of cases where appropriate.
Acting as the Advisor's representative in the office, enabling the information flow between the Advisor and clients.
Planning and organising work flow with the advisor, especially during client reporting periods
Liaising closely with each member of the operations team to ensure full communication and understanding, minimising errors and maximising service levels.
Working for an innovative, fast growing company
Development and exposure to industry experts
As a minimum 2 years' experience within a similar private client/intermediary investment role. Having dealt with clients on the telephone and face to face.
Knowledge of the investment management industry.
Professional manner and well presented. Strong telephone skills!
Systems learning skills, written, numeracy, relationship building, planning and organising skills