Job

CRM and Client Services Coordinator

CRM and Project Coordinator

Asset Management – Mayfair

£40-60k

 

The Client

A unique opportunity working for a Mayfair based Asset Management firm who are in a really exciting stage in expansion.

The firm are market-leaders with a global presence who are continuing to develop and gaining first class reputation! The culture here is excellent and they really pride themselves on it. It’s extremely flat, open and non-hierarchical, everyone’s opinion is heard.

The Role

The role is working within the Client Services Team and is based around their CRM system; they are looking for someone to become a super-user and coordinate a number of different workstreams centred around this.

·      Firstly to expand its usability, liaise with external consultant to make improvements, data curation, track event invites and RSVPs, log inbound investor emails.

·      Secondly to coordinate all administration and logistics around fund closure, managing the anti money-laundering process, giving portal access to correct users, liaising with investors to ensure all documentation is up to date.

·      This role would also be responsible for audit requests and confirmations, monitoring the audit inbox and liaising with investors to fulfil requests.

·      Lastly there will be additional project work around client services and involvement in event and conference coordination. There is loads of scope to develop this role and it is a really exciting opportunity.

The Person

This can be a highly pressurised and deadline driven team so someone who can operate at a fast pace and remain calm under pressure is key!

Previous experience of using and managing a CRM system within a financial services organisation would be invaluable. 

Otherwise someone who loves learning, enjoys taking ownership of a project, is confident liaising across all levels to ensure processes are followed and is happy implementing new ones and training the team.

 

Benefits include: Discretionary bonus, private healthcare, 10% pension, 25 days holiday, season ticket loan, LTIP Bonus scheme. Hours are 9-6 with some flexibility, it would be an office based role.

Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.