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CRM/Client Relationship Administrator – Asset Services

Client Services Jobs, Operations Jobs
Job Type:
Salary Description:
To £30,000 + Bens + Bonus
Start Date:
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City based Asset and Fund Services Institution wish to recruit an individual to maintain proactive and strong client relationships for the company’s Global Asset Products and provide support to the global sales team.
The person appointed will complete client / investor / service provider due diligence questionnaires and requests for information, manage the client data within Sharepoint, assist with the CRM team Management Information reporting, participate in the Transition process for the organic growth and new clients, compilation of Custody client KYC documentation and carry out such other duties as requested.
Applications are invited from individuals who are at least ‘A’ Level educated and also able to demonstrate at least 12 months experience of the Asset Services industry, covering any of the following - Fund Administration, Custody and Trustee Services – and who is seeking an opportunity to build out existing skills and knowledge as part of a great team.

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