Supporting relationship managers in their client activities. Incoming customer’s support and advisory. Dealing with all the incoming clients’ requests for investment advisory (received by phone, e-mail or during the meetings), proceeding payment orders, regularly reviewing client documentation according to the compliance requirements, responding on clients’ feedback form on corporate website and third-party informational resources and websites. Successfully coordinating relationships between the Company and third-party agent-banks. Preparing sales documentation, including funds structure, pie-charts, performance charts. Received broad experience in asset management, Russian equity and bond markets, client calls and meetings.

Preparation of the advertising layouts and matching them with customers placement of advertisement on the website Coordination with managers Customers support Registration of accompanying documents