Job Summary
The Client Service Officer will be responsible for ensuring the highest possible service levels are delivered to a number of clients, mainly in the ETF space, but also including other product types. This primarily involves facilitating the successful execution of all elements of change management (e.g. fund launches, closures, mergers etc.) The most important requirement of the successful candidate will be a strong customer focus, and an ability/desire to liaise with internal and external clients to ensure successful outcomes.
What you will be responsible for
As Officer in the Client Services team you will:
1. Build effective working relationships with clients, based on mutual respect and trust
2. Ensure excellent level of service provided to clients at all times
3. Ensure timely escalation of any client issues as required
4. Point of receipt for all Client change requests; log and work with internal departments to ensure timely delivery of change agenda for clients, with specific focus on execution of organic growth – i.e. fund launches, mergers.
5. Management of Client Reporting process
6. Assist the Client Service lead with the on-boarding of new clients as required
7. Log and resolve client queries, involving other internal departments as needed, in a timely and professional manner
8. Ensure that sufficient controls are in place and consistently followed for all client service processes
9. Help foster a culture of collaboration with colleagues, clients and external parties
10. Run and maintain log of client service calls and action logs
11. Attendance at client board meetings as required
12. Ad hoc projects as directed
What we value
These skills will help you succeed in this role:
1. A keen interest in providing excellent service to both internal and external clients
2. Ability to work well in a fast-paced, high-volume atmosphere
3. Demonstrated strong problem-solving and resolution skills
4. Good understanding of end-to-end NAV Production operating models
5. Strong attention to detail and problem-solving skills
6. Ability to foster collaboration & teamwork
Education & Preferred Qualifications
1. Primary Degree or a Professional or Accounting qualification or equivalent
2. Experience working in the provision of fund administration service
Additional requirements
1. ETF knowledge preferred, but not essential
2. Skilled communicator, both verbal and written
3. Excellent attention to detail
4. Ability to work under pressure and to tight deadlines
5. Team player
Why you should join us
1. Generous holiday entitlements, including additional Birthday Day Off and Paid Volunteer Days
2. Supportive and encouraged hybrid work-life balance
3. Expansive inclusion, diversity and equity programme
4. Private medical insurance, health screenings, flu vaccinations and eye testing
5. Employee wellbeing and mental health support programme
6. Parental and caretaker support
7. Attractive pension plan
8. Life assurance and long-term disability support
9. Multiple local community volunteering opportunities
10. Profit sharing scheme
#J-18808-Ljbffr