Main Responsibilities:
*Act as key liaison with various internal teams including Product, Data, RFP, Business Intelligence, Legal, Compliance and Investor Services
*Managing internal stakeholders
*Handle all incoming client requests, including RFP / due diligence requests, fund comparison requests and performance or fund specific requests
*Organize client meetings with fund managers and liaise with Product team to arrange the presentation for the meeting
*Managing client onboarding and account opening, and resolve any trading issues
*Coordinate the sending of ad hoc and regular reports to clients
*Arrange the sending of newsletters to clients to promote funds and keep clients informed
*Event organization for both internal (webinars and investment lunches) and external events, including arranging post event follow up and maintaining the central event management tool
*Manage the stock of marketing material and goodies for distribution at events
*Manage the client database (Salesforce) – ensuring client data is up to date
*Propose ideas and suggestions for enhancements on process and tools to provide best in class client service
*Liaise with the Legal team to arrange legal agreements
*Assisting with new product launches
*Manage relationships with UK investment platforms and handle the onboarding of funds to the platforms
*Review and proofread client material (fund presentations, marketing documents and website content)
*Provide ad-hoc support to the Head of UK Business Development and Business Development team
*Being pro-active and idea generating within the team
*Prepare topics for and chair the weekly team meeting to keep the team informed on recent developments and initiatives relating to client servicing and CRM subjects
*General data management and clean-up
Desired Attributes and Skills:
*Previous investment fund and/or asset management and client service/sales support experience required
*Good knowledge of investment management, investment products and financial markets
*Good understanding of client types – Wealth Managers, Discretionary Managers, Advice Professionals
*This position requires excellent interpersonal, communication and organizational skills
*Highly motivated and dynamic personality
*Must be a team player and work well with corresponding local teams and members of the wider organization
*Demonstrating superior client service and operational skills for all daily tasks, striving for support excellence
*A supportive, persuasive telephone manner with clients
*Courteous, open-minded, pro-active and flexible at all times
*Professional demeanor in the office and when representing the company during public events
*Adequate handling of confidential information
*Ability to handle a wide range of questions and projects with minimal direction and meeting deadlines
*Good eye for detail, diligent and structured
*Reliable and able to commit required hours as dictated by the volume of work
*Computer proficiency
*The role requires occasional travelling
*Having both wholesale experience is a plus
*Graduate/post-graduate degree in a business-related discipline
*IMC desirable