Client Service Executive - UK

Posted:
7/10/2024, 5:00:00 PM

Location(s):
England, United Kingdom ⋅ London, England, United Kingdom

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

The Value of Active Minds
 

About Jupiter

Jupiter is one of the UK’s leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March 2024).   

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.   

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. 

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home.  This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

This is an exciting opportunity to join a new centralised and cross-channel Global Client Services team.

The role will provide the successful candidate with the opportunity to primarily support clients in UK wholesale, the UK business makes up 66% of Jupiter’s AUM.  The role will also work closely with the wider distribution team helping them manage their existing clients, as well as supporting the take on of new business and will report into the Global Client Service Manager.


Key Responsibilities

Key responsibilities as a member of the Client Services team include to:

  • Ensure client needs are met throughout the lifecycle of their engagement
  • Own and co-ordinate the successful resolution of day-to-day requests for information and data from clients, liaising and utilising expertise from around the business where necessary, in line with client requirements.
  • Assist with organising and responding to the daily email traffic into the client services inbox, ensuring requests are managed in an efficient and timely manner.
  • Function as an internal contact for legal, operational, reporting and finance departments.
  • Act as the first port of call for telephone enquiries from clients and direct investors.
  • Collaborate with Business Development teams, and other Client Group colleagues to ensure a client-centric positive experience
  • Co-ordinating due diligence questionnaires and RFPs using information sourced from around the firm.
  • Oversee mass monthly and weekly reporting forwarded from Client Reporting.
  • Work closely and support colleagues in the Global Service Team, develop and enhance processes.


Desired Skills / Experience

  • 5 years experience wholesale asset management experience
  • Strong organisational and administrational ability
  • Strong communication skills
  • Technologically proficient, with the ability to identify and implement process improvements
  • Experience in managing legal and rebate agreement implementation
  • A diligent person with exceptional attention to detail
  • Ability to work under time pressure and to strict deadlines
  • Be proactive and forward thinking
  • Be able to work autonomously but have the ability to develop good inter-departmental knowledge and relationships
  • Proven stakeholder engagement skills, with the ability to collaborate with internal and external stakeholders across all seniority levels

Additional Role Details

  • This role is subject to the Conduct Rules set by the FCA.

Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.