Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office.
Duties of the Client Services Associate to include
- Updating and maintaining the CRM system
- Co-ordinating meetings
- Assisting with updating monthly newsletters and presentations
- Updating performance databases
- Assisting with investor queries
- Assisting with Fund Administrator queries
- Recording investor dealing
- Assisting with internal reporting
- Assisting with investor reporting
- Creating pre-meeting reports
The successful Client Services Associate will have:
- Excellent written and verbal communication skills
- Asset Management Experience
- Time-management skills
- Excellent attention to detail
- Ability to multitask
- Excellent understanding of Microsoft Office suite, particularly excel and PowerPoint