Overview of the Role The role of Client Services Associate is primarily focussed on the investment performance reporting requirements of our clients within the River and Mercantile Solutions business. The main responsibility undertaken is the production of periodic investment governance reports for our Defined Benefit Pension Scheme clients within the Fiduciary Management section of Solutions.
Overview of the Company River and Mercantile Group PLC (R&M) is a Solutions and Asset Management business with a broad range of services. This role will be working under the Solutions division which provides Advisory and Fiduciary services to a large client base predominantly in the UK, primarily institutional pension schemes, both DC and DB and insurance firms. We have a clear focus on delivering outcome-orientated investment. Understanding the needs of our clients and crafting the right investment solutions for them requires talented, ambitious professionals to be part of the drive to take forward our business.
What we are looking for The ideal candidate will demonstrate the traits and skills aligned with the Client Services team and River and Mercantile. To work well within the team and help to achieve our goals we are looking for someone with competencies that include:
Numerical and analytical, with strong mathematical and problem-solving skills
Innovative and flexible, with a tendency to want to create new and more effective ways of doing things. This is particularly key with the current fast pace of change in technology and investment markets.
Self-motivated, while the role is primarily structured it is important to be driven and goal-oriented, working in an organised and systematic way.
Good team worker, the role requires collaborative working within the team which is crucial when working towards deadlines.
Attention to detail – a thorough and methodical approach is important to ensure correct data and information is provided to clients and third parties.
Excellent interpersonal skills, both verbal and written –Client Services deals directly with most teams in the business as well as clients and third parties so being able to build relationships with these parties is a crucial part of the role.
Maintain high quality of service through producing client performance reporting;
Develop product knowledge of fiduciary management and other business areas;
Have the ability to solve investment related queries and problems;
Broaden knowledge and interest in the financial sectors and markets;
Provide explanations of clients' investment returns in the context of their actuarial requirements;
Carry out analytical and research work where required to support consultants;
Respond to ad-hoc requests and answer queries;
To be aware of and adhere to Compliance procedures and requirements in respect of the following: confidentiality, data protection, anti-money laundering procedures, TCF, conflicts of interest.
This role will provide exposure to all of these areas, although it is expected that employees will specialise to some degree with time and experience. We are looking for strong candidates that have the potential to progress and undertake further responsibilities.
Knowledge and Experience
Educated to a minimum of a 2.1 honours degree in a numerical, finance or economics based subject as well as having some experience within a financial company for over two years. We would also consider recent graduates.
High level of computer literacy, in particular Excel and specialised software (hands on experience of wealth management software particularly beneficial).
Remuneration and benefits package:
In addition to offering a competitive salary, this position attracts the following benefits package:
Basic salary reviewed annually and discretionary bonus scheme
Contributory pension scheme
Competitive holiday entitlement and ability to buy extra holiday
Private Medical Insurance, Life Assurance and Income Protection
Share Scheme (SAYE)
Season Ticket Loan
Commitment to personnel development including professional study support to complete appropriate qualifications and in house training.
River and Mercantile Group operate as a meritocracy and, therefore, selection for recruitment is on merit, irrespective of race, colour, age, religion, nationality, ethnic or national origin, sex, marital status, sexual orientation or disability. This assumes that the applicants are fit and able to undertake the job. All appointments are subject to the right to work in the UK, satisfactory references; a personnel vetting check; and a Disclosure and Barring Service (DBS) Standard Disclosure Check. Selection criteria and, where appropriate, technical skills tests are in place to measure an individual's ability for the safe and effective performance of a job.
Internal Number: 5470377
About River and Mercantile Group
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