Client Servicing/Data Associate – Boutique Investment House!

London (Central), London (Greater)
£35-45,000 DOE
22 Nov 2016
20 Dec 2016
DB - 024
Job Title
Finance Assistant
Industry Sector
Banking / Finance
Contract Type
Full Time

Client Servicing/Data Associate – Boutique Investment House!

Utilise your first class client relationship building skills and data expertise and work for this boutique investment firm within the Investor Relations team.  The team are relatively small and work cohesively together to achieve departmental objectives. The ideal candidate will be educated to graduate level or equivalent and will have gained some exposure in the Financial or Banking arenas.  The role is to put in place and maintain processes and systems to provide accurate, high quality and timely information and query responses to clients, prospects and industry bodies.  You will be required to work in a standalone, self-motivated manner yet blend effectively with the existing Investor Relations team.

As a Client Servicing / Data Associate, you will be responsible for:-

  • Handling Client / Prospect queries in a professional and timely manner
  • Utilising in-house IT systems including MS Office
  • Excel reporting on a monthly, quarterly and ad hoc basis
  • Regular and accurate completion of standard and of ad hoc DTQ’s
  • Carrying out various research tasks and managing the firm’s exposure on external databases
  • Collating and recording key competitor industry metrics and analysis
  • Efficient management of processes around client and prospect terms of business and non-disclosure agreements
  • Contribute to the team’s initiatives and projects designed to increase the quality, effectiveness and efficiency of servicing the firm’s clients and prospects

Key competencies required are:

  • Degree educated or equivalent
  • Experience gained in Finance or Banking / Investment environments
  • Consistent performer with a strong work ethic
  • Calm under pressure and a pragmatic thinker
  • Attention to detail and sets high standards and goals
  • Understanding and an interest in Investments and Markets
  • Advanced Excel / PowerPoint skills
  • Understanding of how to use Social Media
  • Highly organised and target driven

To apply, please click on the button and send your Cover Note/CV with your contact details to Deborah Botton