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, building a network of contacts
- Immediate escalation of issues
- Be involved with regular risk assessments of operational procedures to identify opportunities to enhance controls and reduce operational risk
- Act as first point of escalation for internal and external clients
- Demonstrate strong client focus skills
- Support the sales and on-boarding process
- Identify opportunities to increase efficiency and reduce costs
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