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Client Service Executive - Hospitality & Leisure Group
Location:
Coatham Mundeville
Description:
Client Service Executive – Hospitality & Leisure Group Role: Client Service Executive Location: London 4 days in office, Friday from home Salary: £30,000 to £35,000I’m working with a fantastic fast-growing investment and advisory group focused on the Leisure industry. They support independent businesses looking for expertise and capital to deliver ambitious growth plans. The role would be involved in overseeing all investor and advisory inquiries professionally, along with managing the bi-annual fund valuation reporting process and ad-hoc investor communications. Key Responsibilities Acting as a point of contact for all investors and adviser firms and managing their queries promptly. Managing CRM system and keeping up to date with client personal detail changes, Letters of Authority, deceased investors, and new financial advisor firm details. Working with Edition’s custodian to onboard new clients and process investment application forms. Taking a lead role and managing all ad-hoc and bi-annual client communications via Edition’s online Share Point file storage system, and the Microsoft Dynamics CRM communication delivery system. Issue key client data and valuation reports to national adviser firm head offices. Assisting the Fund Head in the project management of investor communications and liaising with members of the Fund Team to ensure that all correspondence is issued on time and to a high quality. Maintaining, creating content for and keeping up to date the website and Linked In pages of Edition Capital and all its associated divisions. The successful candidate18-24 months’ experience in a fund/client administration role. Proficiency in Microsoft Excel, Power Point and other Microsoft Office software. Attention to detail, highly literate and numerate. Knowledge of Microsoft Dynamics is highly desirable. Experience and knowledge the tax efficient investment space is highly desirable. An interest in the Leisure industry. If you are. Visit ListedBuy for more information.
Company:
Corecruitment
Posted:
December 22 2023 on ListedBuy
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More About this Listing: Client Service Executive - Hospitality & Leisure Group
Client Service Executive - Hospitality & Leisure Group is a Human Resource Client Executive Job at Corecruitment located in United States. Find other listings like Client Service Executive - Hospitality & Leisure Group by searching Oodle for Human Resource Client Executive Jobs.
Client Service Executive - Hospitality & Leisure Group is a Human Resource Client Executive Job at Corecruitment located in United States. Find other listings like Client Service Executive - Hospitality & Leisure Group by searching Oodle for Human Resource Client Executive Jobs.