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- Tasks: Manage client relationships and handle onboarding, queries, and compliance tasks.
- Company: Join a leading asset management firm dedicated to client success and innovation.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Be part of a dynamic team that values communication and client satisfaction.
- Qualifications: 2-5 years in client service, strong communication skills, and knowledge of investment products.
- Other info: Opportunity to engage with senior stakeholders and enhance your professional network.
The predicted salary is between 36000 - 60000 £ per year.
Responsibilities will include:
- You will be responsible for an assigned book of existing clients and operate as their daily service contact for Relationship Management, Onboarding and AML/KYC tasks.
- Proactively coordinate responses to client queries on topics such as performance, fund strategy and fees.
- Deliver bespoke reports and client questionnaires in collaboration with relevant teams across the business.
- Attend/host client update meetings and due diligence visits.
- Ensure that all client servicing activity is recorded accurately on the CRM.
- Manage the onboarding process of new clients.
- Ensure continued compliance with AML/KYC processes.
Skills required:
- 2-5 years institutional client service experience within asset management.
- Excellent communication skills, confident dealing with senior stakeholders and international clients.
- Detail orientated, with strong work ethic, able to prioritise and organise your time well.
- Knowledge of investment products and asset classes - IMC preferred.
Associate Client Service Specialist employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Service Specialist
✨Tip Number 1
Familiarise yourself with the latest trends in asset management and investment products. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the industry, especially those who work in client service roles. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your ability to manage client relationships and handle complex queries. Tailoring your stories to reflect the responsibilities outlined in the job description can make a strong impression.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions for the interview that show your understanding of AML/KYC processes. This will highlight your proactive approach and readiness to engage with compliance requirements.
We think you need these skills to ace Associate Client Service Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in institutional client service, particularly within asset management. Emphasise your communication skills and any relevant knowledge of investment products and asset classes.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Mention your experience with client onboarding, relationship management, and compliance processes to demonstrate your fit for the role.
Showcase Relevant Experience: In your application, provide specific examples of how you've successfully managed client queries, delivered reports, or coordinated with teams. This will help illustrate your detail-oriented approach and strong work ethic.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at William Blake Group
✨Know Your Clients
Before the interview, research the company's existing clients and their needs. Understanding their client base will help you demonstrate your ability to manage relationships effectively.
✨Showcase Your Communication Skills
Prepare examples of how you've successfully communicated with senior stakeholders or international clients in the past. This will highlight your confidence and ability to handle important conversations.
✨Demonstrate Attention to Detail
Be ready to discuss specific instances where your attention to detail made a difference in your previous roles. This is crucial for managing client queries and ensuring compliance with AML/KYC processes.
✨Familiarise Yourself with Investment Products
Brush up on your knowledge of investment products and asset classes. Being able to speak confidently about these topics will show that you're well-prepared and knowledgeable about the industry.
