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Real Estate Client Service Analyst

Ref: JN -052019-66654
GBP27000.00 - GBP30000.00 per annum
UK, London
Property & Real Estate, Property Research & Economics
23rd May 2019
Job Type

Real Estate - Client Services Analyst


£27,000 - 30,000

My client is a leading real estate investment manager, who is looking for a Real Estate Client Services Analyst to join their Client Service team to assist with the delivery of top-class client services to a multitude of international clients.

The successful individual will sit within the Client Services team, working closely with product development, international capital markets, fund management and fund services.

Job Description:

  • Providing support to the team and subsequently assisting with European discretionary funds.
  • Assisting with investor queries including audit requests and questionnaires.
  • Regularly using the CRM system to distribute investor documents and communications.
  • Keeping track of client records, KYC-AML checks and assisting with the client take-on process.
  • Assisting in the improvement and development of both investor reports as well as the reports of company.
  • Ensuring that contact data on the CRM system is accurate, as well as forming a close relationship with the marketing team.
  • Assisting in the migration of the CRM system from one platform to another.

Key Skills and Qualifications:

  • Must have previous experience within the Real Estate or the Financial Markets industry.
  • Experience in Salesforce or ACT and/or IntraLinks.
  • Proficiency in the following systems: Microsoft Word; Excel; Powerpoint; MS Office; and Publisher.
  • Educated to degree level.

Key Attributes:

  • Good attention to detail.
  • Excel organisational skills paramount.
  • Good written and verbal communication skills.
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