Client Services Assistant

Exceptional opportunity for a bright, hard-working and driven Client Service & Marketing Assistant to join this successful boutique investment firm based in the heart of London's Mayfair.
Joining a close-knit and supportive Marketing & Sales team, this is a fantastic time to join as the company is going through an exciting period of growth and will be introducing new products to their clients and the market. As Marketing & Client Service Assistant you will be working in lock-step with the Head of Client Services and proactively supporting the sales team of 5 in producing an array of marketing materials, and specific sales and marketing project work.
PRIMARY RESPONSIBILITIES:
Support Sales team in preparing materials for meetings and sales trips, maintenance of CRM and coordinating RFPs finalisation
Communicate and liaise with various internal teams (e.g. marketing, legal, operations, compliance) in order to provide the necessary service
Proactively answer queries from internal or external clients in a timely and professional manner (either by phone or email)
Co-ordination of events – seminars, conference presentations
Preparation and production of marketing materials (e.g. pitchbooks, factsheets, etc.), portfolio reviews and other client materials
General administration support and cover when required
Involvement in specific project work on ad-hoc basis
Ensure appropriate documentation is in place to reflect current best market practice and company policies
This is an amazing company with a flat structure where the team have mutual respect for one another, and as such people stay here for the long-term. The business is currently going through an exciting new expansion chapter, meaning there is huge room for progression and to opportunity grow your role. Lots of exposure to their New York office and international affiliates, with uncapped learning potential and career growth opportunities.
If you are driven and enjoy working in a low-ego office environment with genuinely nice people, then this could be the role for you! Please apply by sending your CV today.
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