We are looking for a Client Service Executive to join the Client Group
Services team in London on a 7-month fixed term contract. The purpose
of the role is to assist the Client Relationship Managers/Directors and
Head of Client Services team to meet the servicing and relationship
requirements of RLAM's external clients.
You will consider issues at both a tactical and strategic level to ensure
the most effective and efficient allocation of resource and process
utilised in the provision of services to clients. You will enjoy working in a
busy environment and have a 'can do' attitude.
This is a fantastic opportunity for a self-starter individual who enjoys client interaction and has a desire to be more client facing.
About the role
Office-based support to Client Relationship Managers
(CRM)/Directors (CRD) and Head of Client Services (HCS)
Managing the BAU relationships, specific to their book of clients
Manging various client transitions
Attend client meetings, as appropriate, both at RLAM's offices or
externally
Develop understanding of investment strategies and impact on clients
Work closely with the RLAM Client Reporting team in checking
quarterly and periodic client reports
Maintenance of CRM data and contacts
Liaise with RLAM transfer agents in conjunction with the Outsourced Operations team, as appropriate
About you
Proven track record in servicing Institutional clients for a similar asset
manager with excellent technical skills
Experience of onboarding pooled Institutional clients with various
transfer agents (segregated mandates also desirable)
University degree, or equivalent qualification
Knowledge and experience of the regulatory environment e.g. anti money laundering rules
Excellent organisational and time management skills
Excellent writing skills and telephone manner
Attention to detail and a 'can do', positive attitude
About Royal London Asset Management
Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change.
Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.
We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits
Inclusion, diversity and belonging
We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
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