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Client Service Associate

Page Personnel Finance
Job LocationLondon
EducationNot Mentioned
Salary£45,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Client Service Associate role is essential to provide existing clients with our service in a fully compliant manner and in line with defined service levels as well as supporting the new client operational onboarding process. You will also be dealingwith client enquiries and escalations on various operational processes, escalating appropriate issues in a timely fashion, whenever required.Client DetailsThe financial services client based in London is one of the worlds leading wealthtech companies with a service offering which includes data & analytics, portfolio & reporting tools, research and regulatory services. They offer the largest fund distributionnetwork globally and access to the worlds largest universe of mutual fund and ETF.DescriptionThe Client Service Associate will carry out the following:

  • Assisting with presentations of operational services to prospects as well as training workshops for prospects and clients.
  • Managing the onboarding process for new clients, including planning and supervision of migrations (bulk re-registrations), account set up and liaison with other departments (e.g. IT, settlements, etc).
  • Dealing with client enquiries and escalations on various operational processes, escalating appropriate issues in a timely fashion, whenever required.
  • KPI/client report creation and follow up with the client, as required.
  • Managing regular service reviews, SYSC meetings and due diligence processes with clients.
  • Responding to clients auditor requests.
  • Regular reporting to specific clients: cash account movements, users access, etc.
  • Managing and delivering on a project basis the correct set-up and availability of the Clients target Fund Universe.
ProfileThe requirements for the Client Service Associate:
  • Candidate must have an operational / client services background with at least 3 years of experience preferably in a Transfer Agent, Fund Manager or Platform funds administration team including the below
  • Thorough understanding of UK Funds Operational Processes
  • Hands on experience servicing institutional/major business clients
Job OfferCompetitive salary of £45,000-£55,000 plus bonus and benefits packageExcellent culture, progression and trainingIn depth analysis within both client service and operational processesStudy support on offer post probation

Keyskills :
Client ServiceFund OperationsFund ManagerClient OperationsTransfer AgentPlatform funds administration

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