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Investment Management Team Coordinator / Account Manager

Tilney Group
Job LocationBirmingham
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Do you have experience supporting wealth managersAre you looking for a role where you will work with highly successful professionals, gaining experience in the third-largest UK wealth managerAre you passionate about delivering excellent customer service and used to supporting investment teams with non-investment supportThen this Account Manager role in Birmingham will give you the professional challenge you are looking for.Youre looking for a role where you will be given the opportunity to learn and develop in sector youre interested in building a career in. You enjoy building relationships and working ingeniously to ensure speedy resolutions to queries from external clients as well as your supportive colleagues. In this role you’ll support 5 Investment Managers alongside another Account Manager in this varied and busy role.You have a good sense of team spirit with a positive attitude and are frighteningly organised and proactive.If this sounds like you, then we would love to hear from you and don’t hesitate to contact us if you want to find out more.Your responsibilities will be;

  • Responsibility for the non-investment related elements of the client relationship
  • Deliver excellent client service to all clients, both internal and external
  • Maintain the knowledge and skills required to engage confidently and accurately and in line with current industry regulations with both internal and external clients
  • Ensure client reporting and fee processes deadlines are met
  • Deliver all client service processes accurately, efficiently and in the best interests of the client
  • Work closely with the other business teams (Operations, Compliance) to ensure a seamless client experience
    • Provide assistance to an investment team:
  • General administrative support activities
  • Act as a key contact point for enquires
  • Delegate and monitor tasks to other areas of the business as appropriate
  • Client reporting and fees
  • Actively monitor and arrange client meetings when due
  • Client on-boarding from first contact to sign-up
  • Account closing
  • Responsibility for client static data on all systems
  • Dealing with day-to-day inquires e.g. payments, valuations, website access, cheque logging
  • Ensuring debit balances are minimized and cash available to cover fees and income requirements
    • The candidate will receive full training and support from the existing IM team.This is a great opportunity to join the very experienced and dedicated IM team in Birmingham.Please click apply! Required skills
  • Administrative Support
  • Client Meetings
  • Financial Services
  • Supportive
  • Building Relationships

    • Keyskills :
    Administrative Suppt Client Meetings Financial Services Supptive Building Relationships

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