One of our prestigious Clients' who is a leading "Finance and Wealth Management" organization based in the UK, is looking for an experienced "Client Services & Investment Executive" to work in their Colombo office immediately.
SALARY: Negotiable
ROLES & RESPONSIBILITIES:
- Provide client support to all existing clients on all non-advisory matters ensuring company SLAs are met.
- Management of client requests to enhance relationships and to ensure first-class client service provided.
- Liaise with product and service providers to ensure the best outcomes for clients.
- Communicate clearly with all colleagues to ensure business goals are achieved.
- Ensure that all tasks are completed accurately and in a timely manner.
- Manage ad hoc and regular withdrawals.
- Lead on security trading assisted by colleagues where required.
- Assist in posting of documents including quarterly valuations to client portals.
- Management of small client portfolios.
- Provide admin support to Directors where required.
- Provide leadership and guidance to junior client relationship manager including support with technical knowledge and direction throughout trading.
- Contribute technical knowledge on UK products including pensions to the team where required.
- Processing Corporate actions.
- Communicate with external providers and platforms regarding ad hoc and regular requests pertaining to client matters and ensure that they are pushed to deliver fast turnarounds to satisfy internal SLAs
- Action in-specie transfers inclusive of transfer of trustees for clients.
- Make outbound calls to clients to chase the return of documents and acceptance of trading recommendations.
- Manage investment of monthly regular payments.
- Ensure that the internal client database is kept updated and accurate.
- Process paperwork and manage procedures for deceased clients.
- Ad hoc tasks to support Directors including the research of investments funds using Bloomberg.
- Produce portfolio analysis reports on external investment portfolios.
- Create PDF client investment portfolios to issue to new clients.
- Collate quarterly research material.
QUALIFICATIONS & EXPERIENCES:
- Degree in Business Administration/Development or related field.
- 3-5 years of experience in Client Relationship Services.
- Experience in Finance, Investment & Wealth Management is required.
- Experience in sales or customer service is preferred.
- Excellent communication skills in both written and spoken English.
- Strong IT skills with proficiency in MS-Office, CRM tools, Etc.
- Knowledge of customer relationship management (CRM) practices.
- Superb interpersonal skills, including the ability to quickly build rapport with customers.
- Client service orientation and excellent customer service skills.
- Ability to communicate with judgment, diplomacy, and tact with clients from various backgrounds.
- Excellent organizational, and time management skills.
- Problem-solving attitude with an ability to multi-task.
- Team player with proven leadership skills.
HOW TO APPLY:
If you are interested, please forward your CV to, This email address is being protected from spambots. You need JavaScript enabled to view it.
(Please use the same vacancy name for your subject title for better visibility of your email.)
