Sales Support / Client Operations - Asset Management

Job Details


Central London

Job Description

Sales Support/Client Operations – Asset Management

Salary: Up to £45,000. Excellent bonus and benefits


The Client Operations team

The Client Operations team is primarily responsible for client retention activities, working in partnership with other teams across the firm to provide a world-class service to the client base and act as a central information point.

Activities include, but are not limited to, overseeing the quarterly and monthly reporting process, the completion of client and consultant questionnaires, and dealing with ad-hoc queries as and when they arise.

Role description

This is a permanent position within the Client Service team that offers hands-on responsibility in a key support role. The successful candidate is likely to have worked in the industry and have experience in the areas outlined below.

Key Tasks:

Monthly and quarterly scheduled tasks

Assist with monthly and quarterly scheduled tasks list.


  • Assist with internal monthly reporting
  • Assist with monthly and quarterly reporting
  • Assist with Hedge Fund weekly, monthly and annual reporting
  • Assist with preparing and distributing quarterly and annual proxy voting reporting.

Information requests

  • Assist with completion of scheduled client questionnaires
  • Respond to client, consultant and prospects’ ad hoc requests for information.


  • Assist with regular update of product information and characteristics in external databases
  • Assist with new client set-up
  • Assist with maintenance of internal database.


Candidate Profile:

  • Experience in a client-facing role within financial services preferable
  • Good interpersonal and communication skills
  • Strong organisational skills and willingness to take responsibility and use initiative
  • Working knowledge of Excel, PowerPoint and Word.


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