Client Service Executive - eFinancialCareers : Job Details

Responsibilities will include but are not limited to:

•Day-to-day management of client requests/enquiries

•Onboarding/KYC

•Client Reporting

•Distributor due diligence oversight

•Distribution agreement management

•Engaging proactively with internal Institutional and Intermediates Sales teams, other internal teams and third-party service providers

Experience required:

•12 months experience within Investment Management servicing intermediated/institutional clients

•Awareness and understanding of Consumer Duty

•Exceptional interpersonal skills, confident dealing with internal stakeholders, external service providers and clients alike

•Proactive with a desire to develop skills and provide best in class service

This position is suited to someone looking for their second role post-graduation and will provide you with visibility and access to senior stakeholders and support your ongoing career development.