Client Relationship Management Professional

1 month ago


india Deloitte - Recruitment Full time
Job Description

Role: Client Relationship Management Professional (Investment Bank/Fund Admin/Vendor Management/Asset Management/Custodian) - Contract

Location: Central London, onsite full time

12 month contract is likely, inside IR35 through an umbrella company

Starting ASAP

 

THE ROLE

This is an exciting opportunity to join Deloitte’s fast growing, global Banking Operations support business. We are looking for an Asset Management operations professional to join our team and support one of our clients who are looking to grow their Asset Management business. We will only consider applications of candidates who have prior relationship management experience from a custodian, fund administrator, broker, vendor, or asset manager.


The role on a day to day basis:


1. Relationship management is key to this role

2. Management and counterparty governance of fund services vendors.

3. Provide system oversight, corporate governance and assist in production in of reports.

4. Build relationships with fund service providers

5. Review incidents and errors with fund services providers and internal stakeholders

6. Attend meetings and calls with fund services providers

7. Display a curious nature in order to challenge and question, whilst also forming own judgements


We are looking to engage with individuals who have the one or more of the following preferred skills/experience:

  • Previous experience at a custodian, fund administrator, broker, vendor, or asset manager
  • Previous client relationship management experience
  • Previous experience of broker scorecards
  • Previous experience of performing Fund Admin/NAV Calculations


A range of levels of seniority are required and your experience and skills will include a selection of the below:


1. Be Deadline driven with the ability to multi-task and work in a fast-paced environment

2. Self-motivated and proactive team player, who takes ownership and accountability of projects

3. Have strong numerical and decision-making skills

4. Strong stakeholder management and communication skills.

5. Proficiency in Microsoft Office programs, specifically Word, Excel and PowerPoint

6. Ability to manage multiple activities and prioritise tasks.

7. Confidence to escalate issues to leadership team.

8. Pro-active approach and ability to identify solutions to operational challenges


Requirements
Client Relationship Management Professional (Investment Bank/Fund Admin/Vendor Management/Asset Management/Custodian

  • India Deloitte - Recruitment Full time

    Job Description Role: Client Relationship Management Professional (Investment Bank/Fund Admin/Vendor Management/Asset Management/Custodian) - Contract Location: Central London, onsite full time 12 month contract is likely, inside IR35 through an umbrella company Starting ASAP THE ROLEThis is an exciting opportunity to join Deloitte's fast growing, global...


  • india Cube Consultancy Services Full time

    Job Title: Client Relationship Manager Experience: 2-4 Years Location: Mumbai Job Description Key Responsibilities: ● Build and Maintain Client Relationships: Establish and nurture trust with clients through regular communication and understanding their specific needs and expectations. ● Understand Client Needs: Engage with clients to comprehend...


  • india Advery Marketing Full time

    About Us: Advery Marketing Solutions (OPC) is a dynamic and innovative company specializing in Funnel Solutions (One Page Checkout), Web Development (Shopify & WordPress), Complete App Development Packages, Photoshoot and Video Shoot (B-roll, informational, behind the scenes), and Media Buying (for Facebook Ads and Google Ads). Our mission is to empower...


  • india Elevate Partners Full time

    Job Description We are currently working with a leading Wealth Management firm who are looking to hire a Client Relationship Manager to join their team. This role is responsible for co-ordinating and managing client correspondence across Wealth Management. The multi-disciplinary role will require the successful candidate to work with team members and...


  • india Elevate Partners Full time

    Job Description We are currently working with a leading Wealth Management firm who are looking to hire a Client Relationship Manager to join their team. This role is responsible for co-ordinating and managing client correspondence across Wealth Management. The multi-disciplinary role will require the successful candidate to work with team members and...


  • india StudioCAHAYA Full time

    Job Description Studio Cahaya makes it effortless for brands & Individuals to capture stunning award-winning photos and videos. Our studios provide a creative playground for content creation, and our online platform enables any company worldwide to enjoy a seamless remote shoot experience. We are revolutionising content creation with passion and innovation!...


  • India Aimlay Full time

    We are looking for an CRM Manager – Client Relations to create and nurture long-term relationships with customers. You will resolve any issues that arise to ensure customers are satisfied with our services. In this role, you should be an excellent communicator who's able to grasp customer needs and brainstorm ways to fulfill them. If you also have a...

  • Client Relationship

    2 days ago


    india Copper Quail Full time

    Job Description  Location:  Johannesburg/Cape Town Client Relationship Management: Manage, build and nurture relationships with existing clients (including HNW and UHNW clients), understanding their needs and ensuring their satisfaction with our services.Work in close collaboration with the Client Operations Team in assisting clientinquiries, concerns,...


  • India abroaderz Full time

    Job Description Client Engagement Regular communication to understand needs.Collect feedback and resolve issues promptly. Relationship Building Develop trust and provide personalized service.Implement strategies to retain clients. Account Management Oversee client accounts and manage contracts.Monitor service performance and ensure satisfaction. Business...


  • India G&R Management Consultancy Pvt Ltd Full time

    Urgent Opening For Relationship Manager 2, 70, , 00,000 P.A. | Hiring For MNC Company.Designation: Relationship ManagerJob Description:Trading on behalf of the clients.�Portfolio Management�Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products (LI/MFI)�Specialized Activities:Executing Trade...

  • Tax Professional

    3 days ago


    india GATESOURCE HR Full time

    Job Description We are looking for a Tax Manager for a HYBRID opportunity in St. Petersburg Florida. Experience in public accounting is a plus. This company prides itself on its culture first approach, and flexibility. Strong benefits, and competitive salary range.Requirements: • Learn to efficiently navigate firm software• Complete various tax and...


  • india Contract Bazar Full time

    Key Responsibility Areas (KRA) for Client Relationship Executive (1-3 Years Experience, Well Spoken) Job Summary A Client Relationship Executive is responsible for maintaining and enhancing relationships with clients. This role involves understanding client needs, providing exceptional service, and ensuring client satisfaction. The executive will act as a...

  • Client Manager

    1 week ago


    India The Tax Guys Full time

    Job Description Job Title: Client Manager Location: (London and Doncaster, UK)Company Description: The Tax Guys is a leading UK-based accountancy firm dedicated to providing comprehensive financial services to small and medium-sized enterprises (SMEs). With a focus on proactive advisory services, we pride ourselves on building strong client relationships...

  • Relationship Manager

    2 weeks ago


    India Career Connect Full time

    Job Opportunity: Relationship Manager at a Leading Real Estate FirmOur client, a prominent real estate company, is seeking a Relationship Manager to nurture and enhance client relationships. The ideal candidate will serve as the primary point of contact for clients, addressing inquiries, requests, and concerns post-purchase promptly and effectively. In...


  • India Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...

  • Relationship Manager

    4 weeks ago


    india Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...

  • Relationship Manager

    3 weeks ago


    india Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...


  • india Invoicemart Full time

    We have an opportunity for Client Relationship Manager - Corporate Business at PAN India location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the business of...


  • India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Sr Relationship Manager Location - Bangalore Experience Range years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to...

  • Relationship Manager

    2 months ago


    india Career Connect Full time

    Job Description Our client, one of the country's top real estate firms, is looking for Relationship Manager who will be assigned to build, manage and improve relationships with clients. They will be the single point of contact of these clients for any inquiry, request or concern post-sale, and ensure timely resolutions. Aside from resolving customer issues,...