Sales and Service Client Services, Officer
About The Position
We’re looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it’s important that the candidate is well-organized, skilled at multitasking, and comfortable working independently. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds. The ideal candidate should be able to balance multiple priorities while delivering exceptional service and maintaining accuracy in their work. You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
Requirements
- Strong foundation in accounting and/or custody knowledge related to public investments
- Ability to communicate effectively with stakeholders at all levels within large client organizations
- Well-organized
- Skilled at multitasking
- Comfortable working independently
- Bachelor’s degree required
- 5-7 years of experience in financial services
- MCH and Excel knowledge
Nice To Haves
- Build strong client relationships and establish trust via proactive communication and understanding of client needs.
- Strong critical thinking, problem solving, and decision making skills
- Good organizational skills and multitasking abilities
Responsibilities
- Manage client relationships with both client personnel and client service providers
- Review and/or preparation of various client related correspondence
- Onboarding and offboarding of client accounts.
- Manage internal and client initiatives and projects
- Assist in preparing client KPI’s and co-ordinate accurate reporting
- Heavy client interaction on a daily basis
- Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
- Special client projects
- Manage internal workflow and client deadlines
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
