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Client liaison and initial marketing of a UCITs and Managed Accounts, and assist a team of portfolio managers and portfolio directors with administrative duties.
Main duties and responsibilities
Implementation of the account set-up process and including completion of due diligence questionnaires
Interaction with administrative / operational units within Crossborder Capital or its custodians and assist with the management of the service to ensure seamless client relationship management
Assist with performance enquiries including client accounts and benchmark data
Deal with administrative enquiries or problems from clients, intermediaries, solicitors, trustees and accountants etc. liaising where necessary with appropriate departments in Crossborder Capital or with the appropriate 3rd party and taking responsibility for ensuring timely client response and satisfaction
Ensure that all relevant senior staff are fully aware of issues and developments concerning their clients, in particular relaying any problems, errors or queries immediately and seeking guidance
Help Portfolio Managers prepare for client meetings and assist with the provision of specific client data requirements and complex performance data