Sales Support

LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.This is an excellent opportunity based in London that will offer a chance to broaden your client services knowledge whilst carrying out the necessary daily tasks supporting a successful sales team dealing EMEA business.
Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.
Key Remits Directly supporting sales teams
Ensuring sales team have collateral/material for presentation meetings
Organisation of fund dealing and investor transactions Overseeing any escalations from a transfer agent perspective Accurately processing all transactions in accordance with the firm’s dealing and cashflow procedures
Continuously improving risk/controls around processes and optimising efficiency
Liaising with relevant business areas on client queries
Providing information on client portfolios/activity and responding to queries regarding clients Contributing to RFP projects where required Experience Degree or relevant industry qualifications
Between 1 – 4 year’s experience within a client services or sales support role within an Asset Management environment
Excellent communication skills Ability to demonstrate accuracy and attention to detail Knowledge of EMEA markets
Good knowledge of MS Office suite in particular Excel
Experience of a high volume dealing/investment operations environment would be highly beneficial
Experience using Salesforce CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator
is an advantage
Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry.
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