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Client Services Consultant x5 (Investment Bank) £21k |
|---|
Administration - Client Adminstrator |
in London City |
| This International Asset Management, is one of the largest investment management houses in the world, managing close to US$500 billion on behalf of private and institutional investors around the world. Our clients include private individuals, government agencies, central banks, asset managers, pension funds, charities and foundations. We offer our expertise on both a segregated portfolio basis and within pooled funds.
We offer expertise in a broad range of asset classes, equities, fixed income, liquidity, managed currency and also alternative asset classes such as hedge funds and private equity across all major markets and also emerging market regions. In this way, we aim to offer our clients the widest range of investment solutions. Our investment teams are spread across Europe, America, Japan and the rest of Asia. We carry out our own in-house proprietary research into markets and companies which gives us unbeatable insights into the stocks and shares we choose to hold. All our investment funds are managed using proven team-based investment processes and risk control is integral to everything we do. By offering consistently excellent investment management, a comprehensive range of products and the highest quality of client service, it is our aim to be the world's best investment management company. Our UK Retail Operations provides Client Services and Transfer Agency services to clients of all UK distribution channels, including IFA's, Asset Managers, and Direct clients. The product range includes Open Ended Investment Companies, ISA's, PEP's and Luxembourg SICAV's. Servicing involves communication with clients across usual media, telephone, fax, email and letters. Maximising sales and sales opportunities and retaining profitable business is a key component of our client communications. UK Retail operations are currently looking for a individual who can provide a professional, efficient and compliant service to Intermediaries and Direct clients who contact JPMF via telephone, correspondence and e-mail. Principle responsibilities across these roles include:- - Handle inbound call queries and information requests - Investigate and answer written queries - Resolve queries in AWD telephone chasing queue - Provide appropriate service in line with service strategy - Maximise sales and retain business - Provide assistance to Sales Support & Sales Operations teams - Record and log complaints and concerns - Ensure that all regulatory, compliance and data protection procedures are followed - Service Level of 97% on incoming calls - Turnaround standards for written correspondence are maintained - Deal with internal and external agencies Qualifications The skills we are looking for include: - High customer focus - Thorough in work with an ability to gather key information - Self starter and adaptable to change - Excellent verbal and written communication skills - Good PC skills - Active interest in Stockmarkets and Financial News - Internal product systems - Time Management - Knowledge of FSA regulations - Understanding of products (ISA/OEIC/PEP/IT) - Understanding of account management procedures Knowledge of the following is desirable: - Report Writing - Presentation Skills - Microsoft Excel - Microsoft Word and Internet Explorer - Achievement of IAQ Modules (Investment Administration Qualifications) - FPC / IAC qualifications - UK Client Services provides a service to Intermediaries and Direct clients between the hours of 8.30am and 6pm Monday to Friday. Consultants need to be flexible in their approach to working to ensure that these hours are adequately covered. Weekend overtime may be required. |
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