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Senior Client Service Executive

Page Personnel Finance
Job LocationWhite City
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The purpose of the Senior Client Service Executive 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.Experience with mutual funds essentialClient DetailsThe client is one of the worlds leading wealthtech companies with a service offering which includes big data & analytics, portfolio & reporting tools, research and regulatory services. Created in 2000, today the client offers the largest fund distribution network globally and access to the worlds largest universe of mutual fund and ETFs.Reputable Financial Services company within the City of London.DescriptionThe duties for the Senior Client Service Executive include:

  • 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).
  • Propose & participate in the implementation of changes to processes that generate workflow efficiencies, improve client satisfaction, and/or reduce costs and risks
  • Participation in coordinating client due diligence requests with internal teams. Ensuring final reports provide the correct information.
  • Co-operate with UK & Madrid based colleagues and liaise with clients & 3rd party suppliers in a professional manner
    • ProfileThe Senior Client Service Executive Candidate must have an operational / client services background with at least 2 years of experience preferably in a Transfer Agent, Fund Manager or Platform funds administration team including:
  • Thorough understanding of UK Funds Operational Processes
  • Hands on experience servicing institutional/major business clients
  • Experience with mutual funds essential!
    • Job OfferBase salary of £40,000-£50,000 with a 25% bonusExcellent benefits packageBrilliant work life balance with a sociable and supportive cultureReputable Financial Services company within the City of London Required skills
  • Operations
  • Client Service
  • relationship management
  • presentation
  • on-boarding
  • Process management
  • demos

    • Keyskills :
    Operations Client Service relationship management presentation on-boarding Process management demos

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