Client Services Associate

3 weeks ago


Leeds, United Kingdom Link Fund Solutions Full time

The role is responsible for delivering service excellence to a wide range of third party and institutional clients and supporting the growth of the Funds solutions business to grow. The current Link business operates out of multiple locations includinghubs across the UK, India and Australia.
The role holder will have a critical responsibility to maintain and grow relationships with clients directly and through excellent stakeholder management and collaborative working with operational functions.
This role will operate both directly from the Leeds office, remotely and may involve travelling from time to time to have face to face contact with clients.
The role will form part of, and collaboratively contribute to the Transfer Agency operational and customer service teams that are responsible for providing service excellence to all clients.
**What you’ll be doing** - To play a key role in developing relationships with existing and potential new clients. This could involve presenting to prospective clients and supporting Senior Leadership with onboarding
- Working in partnership with the Relationship Management, Change Delivery and Operational teams to support service requests from clients
- Review and maintain Service Level Agreements with clients
- Arrange and host client visits, whether on-site or remotely, ensuring agenda and relevant personnel attend and follow up actions are completed
- Lead Client Service Review meetings ensuring appropriate personnel, appropriate agenda, and timely actions.
- To work in partnership across Operational teams acting a conduit between the client and operations on service matters
- Ensuring smooth, accurate and timely delivery of MI and KPI packs
- Ensure incidents and breaches are notified to clients in a timely manner
- To be the main day to day contact for client service queries and escalations; where issues occur ensure findings are reported and analysis undertaken to prevent re-occurrence...



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