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Senior Client Representative - Financial Services

FIS Global
Job LocationEdinburgh
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you curious, motivated, and forward-thinking At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a teamthat is open, collaborative, entrepreneurial, passionate and above all fun.About the team:Client Delivery UK support UK and Nordic clients who invest in UK domiciled OEIC and Luxembourg domiciled SICAV fund ranges. They are the client face of our business, servicing client enquiries received by phone, email or other written correspondence. Mostactivities will relate to retail and corporate customer servicing, transaction processing, record keeping, shareholder reporting and you’ll also assist in resolving complex enquiries from business partners. You may also be involved in projects and initiativesto improve the customer experience.What you will be doing:

  • Answer all customer enquiries received via telephone, fax, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other departments as required.
  • Learn the client register systems to service these clients effectively.
  • Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion.
  • Understand AML and KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escalate and report these as required.
  • Participate in business process improvement activities to Identify customers current and future needs to streamline current service offerings and proactively enhance the customer experience.
  • Keep up to date on client products, market conditions and regulatory requirements, to ensure that you can operate effectively and make suggestions that are in the best interest of the customer, funds, and enterprise.
What you bring:
  • Experience of working in Asset Management working with UK Investment products, e.g., OEICs. Knowledge of Offshore SICAV products would be a bonus.
  • Strong customer service experience
  • Strong verbal and written communication skills with a high attention to detail.
  • Ability to work independently and within a team in a fast-paced environment and meet agreed turnaround times,
  • Good organisational skills and an ability to perform under pressure whilst maintaining high standards.
Added bonus if you have:
  • Completion of or confirmation of studying towards the Investment Operation Certificate - IOC would be beneficial to a candidate

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