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Client Relations Administrator

Life and Careers
Posted 17 days ago, valid for 5 days
Location

Richmond, Surrey TW10 6QE

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A boutique investment management firm in SW London is seeking a Client Relations Administrator to join their dynamic team.
  • The role involves supporting client management through tasks like correspondence, taking minutes during calls, and onboarding new clients.
  • Candidates should possess excellent communication skills, be proactive, and have strong relationship management abilities.
  • A minimum of 2 years of experience in the financial services industry is required, along with proficiency in Microsoft Office products.
  • The position offers a competitive salary and benefits, with a hybrid working arrangement of 2-3 days in the office.

This is a great opportunity to join a small, boutique investment managament firm in SW London as a Client Relations Administrator. Join this young, buzzing team and support them with administrative tasks related to client management such as correspondence, taking minutes during client calls, onboarding new clients and more.

Essential skills:• Excellent written and oral communication skills• Confident and proactive• Strong relationship management skills• Interpersonal Skills and a good team player• Ability to multi-task with a keen eye for detail.

Desirable qualifications, skills and/or experience:• Minimum 2 years’ experience within the financial services industry• Proficient in Microsoft office products.• Some knowledge of investment platforms

tvm-parent-container">Hybrid working, fulltime role 2-3 days in office. Competitive salary and benefits.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.