Investment Specialist - Client Services at Robert Walters

Objectives of the role:

• Oversee day-to-day delivery and management of Client Service activities for designated clients.
• Contribute to client communications and events.
• Provide input on the strategy for all client service functions of the firm

Daily & Monthly Responsibilities:

Client Interaction:

• Manage relationships with clients to ensure satisfaction with provided services.
• Act as the primary point of contact for an assigned portfolio, conducting quarterly "Investment Committee" meetings.
• Assist clients with various requests and queries, including investment portfolio reviews, performance queries, market views, and industry research.
• Coordinate with team members to respond to client requests.
• Ensure consistent, quality, and timely delivery of all client communications.
• Client Service Administration:
• Contribute to the development of an overall client service strategy.
• Develop a service strategy for an assigned portfolio of clients.
• Maintain a database (CRM) for all clients, tracking interactions.
• Contribute to the planning of client events.
• Provide input into the development of marketing material.
• Play a role in the development and maintenance of a product-specific knowledge base.
• Identify and implement process improvements to enhance the client service experience.
• Ensure up-to-date SLAs are maintained with all clients.

Skills and Qualifications:

• Qualification in Financial Services (e.g., BCom, BBusSc).
• 5+ years' experience in a client service role in the financial services industry.
• Experience delivering exceptional client service in a financial services environment.
• Proven ability to develop and maintain effective relationships with clients and stakeholders.
• Ability to present effectively to larger audiences.
• Strong listening skills, adaptability in communication style, and effective writing skills.
• Demonstrated ability to influence, create alignment, and inspire others to action.
• Ability to work independently with a high degree of initiative and discretion.