Client Relations Associate (Italian Speaker) - 12m

Tasks

• Serve as a dedicated point of contact for all day-to-day customer inquiries
• Monitoring GDS (data and other research, articles) and preparing comments on all research related to the initial investment process, market forecasts, risk management, and investment principles
• Supporting the sales team in executing capital increase targets and client prospectuses
• Responsible for Compliance Due Diligence Questionnaires
• Manage customer onboarding processes while providing appropriate and consistent reports
• Correspondence with domestic and international customers to promote both new business and growth
• Analysis of accounts, strategies, portfolios, and other performance metrics
• Creating customizable presentations and scheduling meetings for our client base
• Direct implementation of ongoing FAF and compliance activities
• Communication with the Company and Management
• Organization and implementation of asset management engagements, as well as ongoing management of client agreements in appropriate private transactions and compliance reports
• Coordinating client analyses and agreements, changes to broker notes, and the use of order information agreements in collaboration with our compliance team

Requirements

• Fluency in Italian
• Ideally, at least one year of experience in the financial services industry, preferably with international clients
• Bachelor's degree with a focus on finance/economics, accounting, business, investment, or risk management
• Effective communication skills, well-written summaries, and the ability to manage multiple tasks and projects
• Ability to build strong working relationships with customers, prospects, and within team-based environments
• Excellent organizational and time-management skills to maintain high standards in a fast-paced environment

We offer

• At least 25 days of annual leave plus 8 public holidays (England and Wales) and 4 weeks of sick pay
• At least 3 days for each public holiday or holiday to allow time to celebrate important events
• Option for various tax incentives for benefits (for non-UK offerings)
• A work environment that promotes diversity and inclusion
• Career Development Through Continuous Professional Development