Client Services - London, United Kingdom - Chartermore Partners Ltd
3 weeks ago
Description
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 reregistrations), 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 inhouse and at TPAs.
- Providing clients with the necessary support when setting up access to the 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 setup 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
- Cooperate 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
Work Experience
- Thorough understanding of UK Funds Operational Processes
- Hands on experience servicing institutional/major business clients
Attributes & Skills
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 organisational aptitude with an excellent attention to detail
- Numerate and an effective communicator.
- Able to thrive in a relatively small team environment.
Technical skills:
- Proficiency in Windows XP and Microsoft Office (especially Excel, Word, PowerPoint and Project).
Language skills
- English: native speaker.
- Spanish: optional but valuable
Academic Qualifications
- Degree educated
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