Client Service Specialist

  • Posted: 14/02/2024
  • Salary: Competitive Salary + Benefits + Bonus
  • Location: London, United Kingdom
  • Job Type: Permanent

Join the dynamic Client Service team of a Global Investment and Wealth Management Firm, based in London, UK. Engage in client-facing responsibilities, providing investor relations support globally, including partners and their families. Support the administration of hedge fund and private market offerings, responding to inquiries and ensuring compliance. Contribute to investment operations for non-US products, project management, and collaboration with global teams.

Key Responsibilities:

  • Administer the offering process for hedge fund and private market funds.
  • Liaise with Advisory and Compliance teams on investor suitability and eligibility.
  • Maintain investor account compliance, coordinating with clients and third parties.
  • Assist with investor transactions, answering inquiries on balances, transactions, and fund performance.
  • Support investment operations, new fund launches, investor communication, and regulatory filings.

Experience Required:

  • 2-4 years of work experience in client service, investor relations, or a related client-facing role.
  • Strong project management skills for planning and executing internal projects.
  • Undergraduate degree or background in finance, investments, or financial compliance.
  • Proficient in Microsoft Excel and other computer skills.
  • Basic understanding of investments and financial markets; natural curiosity in finance and investor relations.
Alex Jenkins Partner

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