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Client Services AD - Institutional Investments

Posted 30 April by Marks Sattin
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The Role: Client Services Associate Director - Institutional Management
The Client: Global Asset Manager
The Location: Geneva


The Responsibilities:

  • Key daily point of contact for designated clients across Switzerland, France and Italy
  • Work closely with the Sales team to deliver end-to-end client delivery services
  • Partner with internal teams across product management, client reporting, onboarding etc delivering client communications
  • Oversee strategic projects and Client Service Levels


The Role:

  • 5+ Years within an Asset Management on the Client Services side
  • French required with Italian an advantage
  • Strong understanding of institutional investment products
  • Experience with Salesforce CRM an advantage

Required skills

  • 1
    client services
  • 1
    client relations manager
  • 1
    institutional clients
  • 1
    institutional investments

Reference: 52554123

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