Client Services & Investment Executive

Job Code : 5278

A UK based Asset Management Company wishes to fill this fulltime vacancy. Requirements –

  • Provide client support on non-advisory matters and manage client requests
  • Liaise with product and service providers
  • Ensure that all tasks are completed accurately and on time
  • 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
  • Contribute technical knowledge on UK products including pensions to the team where required
  • Communicate with external providers and platforms regarding ad hoc and regular requests
  • Make outbound calls to clients to chase return of documents and acceptance of trading recommendations
  • Manage investment of monthly regular payments
  • Ensure that internal client database is kept updated and accurate
  • Process paperwork and manage procedures for deceased clients

Skills and experience

  • Experience and understanding in financial services (pensions and investments)
  • Minimum 5 years’ industry experience
  • Excellent English communication skills
  • Self-driven, energetic, results-oriented person with a positive outlook
  • Comfortable with taking responsibilities

Interested candidates can send their CV’s to hroperations@bconnected.lk or apply through our portal here.

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