Location: Central London - Piccadily Circus, the role is office based
Salary / Hourly Rate: £40,000 - £50,000 per year (British Pounds)
Benefits: N/A
Role Information
Role Overview: N/A
Responsibilities: Support the Firm’s sales team to serve investors and prospects by providing prompt and informative responses and engaging with the transfer agent as required., Ensure a high-quality, responsive service tailored to each investor, addressing any vulnerabilities., Provide proactive and personalized service to Fundsmith Premier investors, including out-of-hours support if necessary., Liaise with the transfer agent to handle escalated queries and produce appropriate reporting., Support the production of periodic reports and statements for investors., Identify and implement process and system improvements for enhanced service delivery., Handle onboarding and reverification of high-risk investors according to the Firm’s Financial Crime Framework., Review alerts and reports, such as source of wealth and transaction monitoring alerts, to determine necessary actions., Conduct PEP, sanctions, and adverse media screening of escalated results., Maintain and improve investor administrative documents to meet regulatory requirements., Liaise with the transfer agent and internal teams to implement enhancements., Assist with the recording of operational incidents.
Qualifications: Client Relationship ManagementExperience in providing high-quality client service and managing investor relationships., Experience in providing high-quality client service and managing investor relationships., Financial Services ExperienceBackground in financial services, particularly in fund management or investment firms., Background in financial services, particularly in fund management or investment firms., Process ImprovementProven ability to identify and implement process improvements., Proven ability to identify and implement process improvements.
Minimum Requirements: Experience in a client-facing role within financial services,Knowledge of financial regulations and compliance procedures,3 years in a similar role.
Screening Questions: What experience do you have in managing investor relations and client support?,Can you describe a time when you implemented a process improvement in a previous role?
Company Information
About Company: N/A
Culture: N/A
Additional Information
Interview Process: 3 round interviews.
Day to day: N/A
Team: Reporting to the Head of Operations
Growth: N/A
Ideal Candidate Profile: Detail-oriented professional with a strong background in client operations and a focus on delivering exceptional investor service., Proactive problem solver able to handle complex queries and improve processes effectively., Excellent communicator with the ability to engage with stakeholders at all levels.
