A fast-growing private investment management firm is actively seeking an Investment Specialist to play a proactive role in supporting the Head of Client Services. The specialist will be responsible for managing various client relationships, overseeing written client communication, and actively participating in both in-person and virtual events. As a key member of the Client Services team, they will also contribute to the development and communication of product knowledge.
The ideal candidate should have extensive experience in client services within the investment industry, showcasing a track record of collaborating closely with senior executives to enhance client service functions in leading investment firms. The preferred candidate is expected to possess a unique combination of business and management expertise, proficiency in client relationship management, familiarity with business and team dynamics, and adaptability to the ongoing innovation and changes within the investment industry.
Objectives of the role:
Oversee day-to-day delivery and management of Client Service activities for designated clients.
Contribute to client communications and events.
Provide input on the strategy for all client service functions of the firm
Daily & Monthly Responsibilities:
Manage relationships with clients to ensure satisfaction with provided services.
Act as the primary point of contact for an assigned portfolio, conducting quarterly "Investment Committee" meetings.
Assist clients with various requests and queries, including investment portfolio reviews, performance queries, market views, and industry research.
Coordinate with team members to respond to client requests.
Ensure consistent, quality, and timely delivery of all client communications.
Client Service Administration:
Contribute to the development of an overall client service strategy.
Develop a service strategy for an assigned portfolio of clients.
Maintain a database (CRM) for all clients, tracking interactions.
Contribute to the planning of client events.
Provide input into the development of marketing material.
Play a role in the development and maintenance of a product-specific knowledge base.
Identify and implement process improvements to enhance the client service experience.
Ensure up-to-date SLAs are maintained with all clients.
Skills and Qualifications:
Qualification in Financial Services (e.g., BCom, BBusSc).
5+ years' experience in a client service role in the financial services industry.
Experience delivering exceptional client service in a financial services environment.
Proven ability to develop and maintain effective relationships with clients and stakeholders.
Ability to present effectively to larger audiences.
Strong listening skills, adaptability in communication style, and effective writing skills.
Demonstrated ability to influence, create alignment, and inspire others to action.
Ability to work independently with a high degree of initiative and discretion.
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