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Client Service Executive (perm x 2 / FTC x 2)
Meraki Talent
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Client Service Executive (perm x 2 / FTC x 2)

Meraki Talent

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Details
Posted:
February 23, 2021
Location:
London, United Kingdom
Salary:
Open
Type:
Full Time

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.
  
Key Responsibilities
  • 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
  • Dealing with client queries, including; reporting queries, cash transactions, custody arrangements, transitions
  • Liaise with consultants/audit firms to coordinate client requirements and provide information when requested.
  • Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.
  • Provide assistance and offer guidance for more junior members of the team and other areas of the business when required.
  • Provide efficient and timely support to Investment Managers.
  • Providing support and cover to the Client Service Team
Please get in touch with craig.rumball@merakitalent.com for more detail.

Internal Number: 10364861
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