Client Operations Specialist: Multifaceted Role
An exciting opportunity to join our Investment Solutions International Client Operations Team as a Client Operations Specialist. As part of this team, you will play a key role in coordinating and executing Client Events.
The Client Operations Team has the following responsibilities:
- Client Events, which encompasses the co-ordination and execution of client events from an operational perspective, including the on-boarding of new client monies onto our platform and the restructure of existing client portfolios.
- End-to-end Share Class Process, from identifying sub-fund share class requirements & supplement up-dates, to share class setups and through to the seeding of new share classes.
- Client pipeline reporting, up-dating and maintaining a pipeline of client wins and losses and reporting of this to Senior Leadership Team.
This role will be multifaceted and fluid, requiring an individual with a diverse background across Funds & Asset Management. The core experience and skills will be a mix of fund operations, middle office services, business development, relationship & stakeholder management and leadership skills.
We are seeking an individual who can assist with the coordination of client events, provide support to the team for technical queries, BAU deadlines and complex projects, work in partnership with internal and external teams to ensure assigned tasks are completed effectively, take ownership of team processes and prioritize work while identifying issues and offering solutions. Additionally, the ideal candidate will have strong proficiency in using Excel and experience using it daily in previous roles.
Required Skills and Qualifications:
- A relevant professional qualification with sufficient experience in Fund Accounting or similar roles.
- Excellent organisational skills.
- Meticulous attention to detail.
- Ability to communicate complex issues in a simple and coherent manner.
- Technical knowledge of fund structures, parties to a fund and the differing fund types.
- Strong IT skills (PowerPoint, Excel, Word).
Benefits:
- Professional development opportunities, interesting work and supportive leaders.
- A vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for clients and communities.
- Opportunities for career growth and advancement.
Others:
- Experience in Asset Management is highly desirable.
- Self-starter with energy, proactivity and desire to see things done efficiently.
- Prior experience in client transitions / client on-boarding preferable but not essential.