Client Account Coordinator
Do you want a career with a firm that''s changing the industry? As an UK Client Account Coordinator (CAC), you''ll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You''ll help our UK clients while also developing skills to build a unique and rewarding lifelong career. The Opportunity: You will work with your UK Client Services colleagues in the UK and US to help our high-net-worth clients. You''ll directly improve our customers'' experience by managing all operational aspects of the relationship. You''ll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you''ll enjoy a myriad of opportunities to learn about our organisation and determine your career path. You''ll report directly to your Team Leader who will coach you and support your development. This onsite position is located in London, UK. The Day-to-Day: Communicate with high-net-worth UK clients and our partner firms in the UK Work with Investment Counsellors to fulfil operational requests from clients Help onboard new clients by establishing new accounts and resolving documentation and transfer issues Provide long-term account maintenance for existing UK clients Your Qualifications: Bachelor''s degree, or equivalent combination of education and experience Demonstrated interest in client service and operations activities Commitment to maintain quality of work while sticking ..... full job details .....
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