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Page Personnel Finance
,
London, Greater London
Senior Client Service Executive
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
The purpose of the Senior Client Service Executive 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. Experience with mutual funds essential Client Details The client is one of the world's leading wealthtech companies with a service offering which includes big data & analytics, portfolio & reporting tools, research and regulatory services. Created in 2000, today the client offers the largest fund distribution network globally and access to the world's largest universe of mutual fund and ETFs. Reputable Financial Services company within the City of London. Description The duties for the Senior Client Service Executive include: 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). Propose & participate in the implementation of changes to processes that generate workflow efficiencies, improve client satisfaction, and/or reduce costs and risks Participation in coordinating client due diligence requests with internal teams. Ensuring final reports provide the correct information. Co-operate with UK & Madrid based colleagues and liaise with clients & 3rd party suppliers in a professional manner Profile The Senior Client Service Executive Candidate must have an operational / client services background with at least 2 years of experience preferably in a Transfer Agent, Fund Manager or Platform funds administration team including: Thorough understanding of UK Funds Operational Processes Hands on experience servicing institutional/major business clients Experience with mutual funds essential Job Offer Base salary of £40,000-£50,000 with a 25% bonus Excellent benefits package Brilliant work life balance with a sociable and supportive culture Reputable Financial Services company within the City of London