Job Description:
We are seeking a highly skilled Institutional Client Services Specialist to join our team. As an integral part of our Institutional Client Services Team, you will play a crucial role in supporting Institutional, Corporate and Insurance clients from onboarding to day-to-day servicing.
Key Responsibilities:
* Assist with the coordination of the Feasibility Assessment Process ensuring all relevant stakeholders are informed of new business opportunities.
* Coordinate the Institutional Client Take On process, ensuring all relevant stakeholders are informed of new business opportunities and familiarize yourself with all aspects of onboarding mandates.
* Set up dedicated funds/products and manage modifications independently.
* Receive and service client requests, record requests in MY CRM, track and monitor client requests for resolution.
* Liaise with clients/sales to obtain relevant client KYC documents and follow up regularly to complete KYC refresh.
* Ensure client reporting requirements are understood by the relevant reporting team, produce reports, and receive them to send to clients.
* Notify relevant areas of large inflows/outflows.
* Liaise with departments to ensure fee processes work correctly (fee rebates/management fee calculations) and submit invoices/statement to clients.
* Respond to ad-hoc questions from clients in a timely and complete manner, analyze trends of client requests, and identify options to address these while meeting client expectations.
* Conduct and contribute to weekly institutional update meetings to ensure all stakeholders are aware of progress of new business opportunities or changes to existing clients.
* Record constraints listed in investment management agreements in the appropriate system/tool.
Requirements:
* Highly organized and able to prioritize tasks effectively.
* Excellent communication and interpersonal skills.
* Able to work well under pressure and meet deadlines.
* Strong analytical and problem-solving skills.
What We Offer:
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.