Job description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
Responsible for the production of client management accounts and financial statements in an accurate and timely manner and in collaboration with the Senior Client Managers- Proactively develop and maintain strong and effective working relationships within the Company and on occasions across the Client Service teams in other jurisdictions, promoting a culture of support, collaboration and a joined up approach to servicing clients
- Manage a portfolio of allocated clients, acting as the point of contact, developing effective working relationships with the client, their advisors and any other parties connected to those client relationships
- Support senior management in the investigation and resolution of client relationship issues, ensuring timely escalation of more complex client queries and issues to the Client Services Director
- Preparation of assigned tasks/client deliverables ensuring consistent quality and timely delivery for review
- Provide an excellent and high quality level of accounting service to allocated clients and proactively support in the delivery of an excellent administration and accounting service to clients
- Support an on-going program of continuous improvement, identifying and escalating opportunities and implementing changes as directed
Essential
- Educated to degree level and/or equivalent professional qualification e.g. ACCA, ACA, etc
- Experience of providing services to clients and managing client relationships
- Excellent organisational, prioritisation and interpersonal skills
- Excellent working knowledge of relevant IT platforms and applications
- ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure
- Strong team ethic
- Strong commercial acumen
Desirable
- Intermediate or Advanced Excel skills
- Exposure to training more inexperienced members of a team.
Additional Information
Life Cover
Pension
Discretionary Bonus Scheme
Employee Referral Schem
Flexible Working -Hybrid 50/50 working policy
Professional Development
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