Purpose of the role:
Day to day management of client queries, ensuring they are actioned efficiently with specific focus on investigating and resolving any dealing challenges.
Responsibilities:
- Develop positive working relationships across all departments, proactively building a network of contacts within the wider Group
- Immediate escalation of issues that expose the Bank to financial or reputational risk
- To be involved with regular risk assessments of operational procedures to identify opportunities to enhance controls and reduce operational risk
- To monitor service levels of providers and third parties and escalate as required
- Act as first point of escalation for internal and external clients
- To actively support the sales and on-boarding process (as necessary)
- To identify opportunities to increase efficiency and reduce costs
- Take ownership of complex issues working towards resolution by employing a ‘Simple & Efficient’ mind set
Skills required:
- Hold or working towards Chartered Institute for Securities and Investment Unit 2 would be beneficial
- Computer literacy across a variety of applications
- Knowledge of Fund processing, the technical intricacies and the involved parties
- Thorough understanding of the features of the different types of relevant Collective Investment Funds. Including the ability to understand complex fund documentation
- The ability to demonstrate a good understanding of the compliance and regulatory environment