Client Service Associate

2 weeks ago

London, United Kingdom Page Personnel - UK Full time

Client Service role within a fast growing European Bank
- Fantastic exposure, training and progression

**About Our Client**:
The financial services client based in London is one of the world's leading wealthtech companies with a service offering which includes data & analytics, portfolio & reporting tools, research and regulatory services. They offer the largest fund distribution network globally and access to the world's largest universe of mutual fund and ETF.

The Client Service Associate will carry out the following:

- 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.
- 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.

**The Successful Applicant**:
The requirements for the Client Service Associate:

- Thorough understanding of UK Funds Operational Processes
- Hands on experience servicing institutional/major business clients

**What's on Offer**:
Competitive salary of £45,000-£55,000 plus bonus and benefits package

Excellent culture, progression and training

In depth analysis within both client service and operational processes
- Contact
- Daniel Page
- Quote job ref
- JN-012023-5900426
- Phone number
- +44 207 645 1416

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