Client Relations Associate
My client provides Investment Administration and Investment Management services for large, UK institutional investors. We are currently looking for a bright and motivated graduate to join their small Client Relations team. This is a perfect first step into Investment Management and will give a thorough grounding in investment administration, with specific responsibility for the production, accuracy and analysis of client reporting.Working closely with the team lead, the Client Relations Associate will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include:Assist with the end-to-end production process for client reports that includes fund factsheets, quarterly fund performance, transaction costs and ESG. Support clients with day-to-day administration enquiries, both by email and telephoneEscalate queries when necessary to relevant internal team, and coordinate their response to clientUndertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable!The successful applicant will:Have the ability to process, interpret and analyse large volumes of data quickly and accurately. Demonstrable skills and experience with Microso
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