Client Services Expert
1 week ago
We are seeking a highly skilled Client Services Expert to join our team at Mayford James.
This is a key role that requires strong communication and organizational skills, as well as the ability to work effectively in a fast-paced environment.
The successful candidate will have a minimum of 5+ years of experience in client services, with a proven track record of delivering high-quality results.
The estimated salary for this position is $85,000 - $110,000 per year, depending on location and experience.
About the RoleAs a Client Services Expert, you will be responsible for ensuring all client reporting and servicing needs are delivered in accordance with client requirements and our legal obligations.
You will also be responsible for the timely onboarding of new accounts across our range of UCITS funds, private fund vehicles, and separate accounts.
You will possess at least 5+ years of relevant industry experience, including experience with equity and fixed income strategies, dealing with UCITS fund onboarding and queries, and onboarding segregated accounts.
Key Responsibilities- Ensure all client reporting and servicing needs are delivered in accordance with client requirements and our legal obligations.
- Timely onboarding of new accounts across our range of UCITS funds, private fund vehicles, and separate accounts.
- Understanding clients' investment objectives, assigned mandates, and portfolio composition & strategy.
- Liaising and establishing strong relationships with internal support teams to ensure client servicing needs are met.
- Defining and managing team projects to enhance internal client service procedures in accordance with industry best practices.
- A minimum of 5+ years of relevant industry experience.
- Experience with equity and fixed income strategies.
- Dealing with UCITS fund onboarding and queries.
- Onboarding segregated accounts.
- Strong communication and organizational skills.
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