Client Engagement Specialist – Investment Management
We are seeking a Client Engagement specialist to oversee institutional investor and client update calls and related processes. This role manages scheduling, materials, and technology support to ensure a smooth and professional client experience.
NOTE: This is initially an 18 month contract, with a view to either extending or going permanent.
Key Responsibilities
* Coordinate and schedule client calls with internal teams, leadership, and external stakeholders, including institutional investors.
* Collect, review, and distribute presentation materials with accuracy and version control.
* Manage virtual meeting platforms, including hosting, troubleshooting, and recording.
* Track progress, maintain central investor reporting, and follow up on deliverables.
* Identify risks, escalate issues, and recommend process improvements.
Key Requirements:
* Strong organizational skills with experience managing complex scheduling and investor calls.
* Experience and knowledge of Investment and Asset Management, including private markets funds is beneficial.
* Confident communicator with senior stakeholders and clients.
* Proficiency with virtual meeting tools and Microsoft Office Suite.
* Experience in executive coordination or project management required; client-facing background desirable.
How to Apply:
For further information on this job opportunity please apply via this link.
Due to application volume, only candidates who meet the specific criteria as laid out on the job specification will be shortlisted to discuss.
Job Features
Job Category Featured Opportunities,Wealth & Asset Management
Not ready to apply online? Please do not hesitate to ask any questions.
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