Client Service Associate

The successful candidate will ideally have:

• Previous client service experience within funds management, investment management or a similar financial services environment.
• Demonstrated experience liaising directly with an external fund registry or similar investment administration provider.
• Practical knowledge of managed fund applications, redemptions, investor onboarding and transaction processing.
• Experience managing client and adviser enquiries and taking ownership of issues through to resolution.
• A sound understanding of operational procedures within a funds management or investment business.
• Strong attention to detail and the ability to manage multiple client and operational matters simultaneously.
• Excellent written and verbal communication skills and a professional approach to client service.

This role would suit an experienced financial services professional who can operate with a high degree of autonomy and confidently manage relationships across clients, advisers, registry providers and internal stakeholders.