A market leading fiduciary manager is seeking a Client Account Manager to join their Retirement solutions team based in London. This role will encompass client take-on process and the ongoing servicing of clients.
In this role you will be driving the on-boarding process for new clients, including the legal and fund documentation, account set-up, AML/KYC checks and transition planning as well as coordinating mandate changes, client investments and scheme mergers. Other responsibilities include the provision of ongoing client service, attending client meeting and liaising with client consultants and product specialists and identifying areas of service that can be improved.
The suitable candidate should have a wealth of experience in an asset management business with DB and DC institutional clients, an understanding of all major asset classes and pension funds. IMC or CFA qualification is also strongly preferred.
If you are interested in this role please apply below or contact me for more information.
Eames Consulting is acting as an Employment Agency in relation to this vacancy.