Specialist, Client Service GFS

Responsible for overall client service and delivery across all applicable disciplines (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) for one or multiple clients. Facilitates efforts of the service team and other internal stakeholders, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.

1. Acts as the senior client contact representing all applicable product disciplines, and provides for escalation on client queries and issue resolution. Responsible for identifying and addressing service issues as and when they arise
2. Responsible for managing client service reviews and due diligence visits within each of the key product areas (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing). Monitor performance against SLA
3. Partners with Relationship Manager/s and ensures issues are communicated and escalated in a timely manner both internally and directly with the client
4. Responsible for overall project planning for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects and are held responsible for meeting their respective deliverables. The Client Service Delivery Manager is also responsible for keeping the client informed of progress towards project completion
5. Review, approve and ensure timely publication of monthly reporting to consultants/clients including calculating KPI levels
6. Provide support for Relationship Manager tasks such as call reporting, KYC requirements, at risk reporting, issues reporting, relationship plans, client survey administration and oversight, etc.
7. Focus of role is on execution of strategic direction of business function activities
8. Carries out the most complex initiatives involving multiple disciplines and/or ambiguous issues
9. Consistently displays a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness and productivity

• Extensive experience in client servicing and/or related investment management outsourcing and fund administration management accounting/operations
• A College or University degree and/or general finance and portfolio management knowledge through proven work experience is required
• Technical knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage overall client service.
• Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.
• Skills in negotiation, delegating, leadership, and service are necessary to service the client relationship
• Excellent oral and written communication skills are required
• In-depth Functional / Industry Knowledge is required
• Highly flexible and adaptable to change
• Technical knowledge of trust or asset management and fund accounting usually acquired through related work experience is required to manage overall client service

For further information, and to apply, please visit our website via the “Apply” button below.