Client Services Consultant

Location Dublin
Discipline: Asset Management and Investment Funds
Contact name: Rory McCormick

Contact email:
Job ref: 565
Published: 9 months ago

We have an exciting new senior level opportunity available for a Client Services Consultant. This role is with a New York based leader in investment consulting and solutions. 

This is a great opportunity within a dynamic and rapidly growing area of the our client’s business that has accelerated across emerging markets. As a result the successful candidate will play a key role in supporting our client’s customers base across Europe and Asia.

The role would suit an investment professional who has a passion for client management and a strong working knowledge and experience of investments.

About the firm:

With a global footprint in over 100 countries and c300 billion in assets under management, the firm are widely recognized as the leader in global assets under advisement.

About the role:

This position sits within our client’s globally focused Client Services team.

As well as leading and overseeing the firms proposition to segments of their European client base, the successful candidate will be in a position to influence and further develop the firm’s overall service delivery to specific portfolios of clients.

As an integral member of the Client Services Team, the successful candidate will develop an intricate knowledge of the firm’s investment research and fund solutions by liaising on an ongoing basis with key functions, including operational, portfolio management and research teams, and help to filter this expertise across the firm’s teams of field consultants and clients.


§ Build and develop in-depth knowledge of the firm’s fund structures and solutions in order to explain and communicate to colleagues and clients
§ Support, guide and coach other colleagues/consultants on a variety of topics, mainly:

- Performance analysis
- Strategic asset allocation advice
- Economic commentaries and PowerPoint presentations

§ Support and influence the development of the firm’s overall client-service delivery across the entire their core client base
§ Meet clients to review current investment arrangements, discuss market /industry developments and potential changes to consider / implement


§ Degree holder, preferable within Business, Finance or a related area
§ CFA qualification, advantageous
§ Experience of being client-facing as well as relationship management/consulting experience
§ Highly organised and an ability to communicate complex issues in a simple and coherent manner
§ Proven track record in project management and engaging with a variety of stakeholders
§ Some knowledge and experience of investment markets across range of variety of assets
§ Strong IT skills (PowerPoint, Excel, Word)

On offer is a permanent contract with a competitive base, bonus and a range of other attractive benefits.

To discuss this role on a confidential basis, please contact Rory McCormick on 0834396725 or apply directly online.