About

Investor Relations / Client Service / Operations / Client Onboarding / KYC / AML / Investment Management / Wealth / Private Markets The Company A highly entrepreneurial asset management company who are focussed on impact investing. Their investment philosophy is to invest in areas that make a positive difference (sustainability / climate tech etc) and are a leading player in the private markets space. The Role Liaising with investment customers (predominantly IFAs) on a daily basisEnsuring IFAs receive a first class customer serviceOnboarding new clientsCompleting customer KYC and AML checksVarious operational responsibilitiesProviding client updates Sending out fund literature requestsPerformance updates to clients / IFAsKeeping up with compliance regulationsOngoing training and qualifications Skills / Experience A minimum of 1-2 years experience in a client service / investor relations role Ideally from an asset manager / wealth manager / investment platform or IFA firmPrevious experience with KYC / AML procedures would be beneficial Knowledge of investment funds including VCT / EIS or IHT would be beneficial Previous experience dealing with IFAs would be beneficial Passionate about delivering exceptional service to clientsExcellent communication skills