Client Services

Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office.

Duties of the Client Services Associate to include

·Updating and maintaining the CRM system

·Co-ordinating meetings

·Assisting with updating monthly newsletters and presentations

·Updating performance databases

·Assisting with investor queries

·Assisting with Fund Administrator queries

·Recording investor dealing

·Assisting with internal reporting

·Assisting with investor reporting

·Creating pre-meeting reports

The successful Client Services Associate will have:

·Excellent written and verbal communication skills

· Asset Management Experience

·Time-management skills

·Excellent attention to detail

·Ability to multitask

·Excellent understanding of Microsoft Office suite, particularly excel and PowerPoint