Client Services Role

  • Job Reference: CLR100120203
  • Salary: £┬úCompetitive
  • Location: London
  • Contact: Jamie Smith on +44 (0) 20 3372 6991 or jamie@claretrecruitment.com

Our specialist Banking Client are looking for a meticulous, driven individual to join their operations team. The 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.

 

Key responsibilities

  • 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.
  • Client set up - with the appropriate account structure - in the company and at TPAs.
  • Providing clients with the necessary support when setting up access to the company Website
  • 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 Client’s target Fund Universe.
  • Propose & participate in the implementation of changes to processes that generate workflow efficiencies, improve client satisfaction, and/or reduce costs and risks
  • Maintain records and seek to continuously improve the documentation of procedures & training materials
  • Participation in coordinating client due diligence requests with internal teams. Ensuring final reports provide the correct information.
  • Work proactively with colleagues to plan the operational workload and provide assistance & support to team members whenever required
  • Co-operate with UK & Madrid based colleagues and liaise with clients & 3rd party suppliers in a professional manner
  • Contribute to broader business projects as requested and generally act in a way to ensure that a positive environment exists in the office
  • Develop and embed a positive operational risk culture throughout the team

 

Essential requirements:

  • Client focused attitude with high attention to the delivery of service quality
  • Ability to handle a range of responsibilities & be self motivated
  • Strong organizational aptitude with an excellent attention to detail
  • Numerate and an effective communicator.
  • Able to thrive in a relatively small team environment.
  • Educated to a Degree Level 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

 

Technical skills:

  • Proficiency in Windows XP and Microsoft Office (especially Excel, Word, PowerPoint and Project).

 

Language skills

  • English: native speaker.
  • Spanish: optional but valuable (courses provided)

If this role matches you're profile and seems a role you could excel in, please contact us! 

Apply