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Client Service / Client Administration – Private Wealth Management Meraki Talent has been engaged to recruit multiple roles for a leading Private Client Investment Manager. The client focused roles will directly support the front office with a diverse range of responsibilities and tasks.
The roles are based in London but will be home based until we can safely travel back into the office.
Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening.
Liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process.
Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.
Liaise with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts.
Develop an ongoing relationship with the clients where appropriate,
Systems administration of client data on internal and external systems