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Client Services Representative

Client Services Representative

Job Title: Client Services Representative
Contract Type: Contract
Location: Canary Wharf
Industry:
Salary: £21 - £23 per hour
Start Date: 2017-06-26
Reference: JG070617
Contact Name: Jon Garrod
Contact Email: jonathan.garrod@bwd-search.co.uk
Job Published: June 07, 2017 13:17

Job Description

My client, a well-known banking organisation, are currently seeking an experienced client services representative to join their team on a 6 month contract.

The team provides client support to Pension Funds, Financial Institutions and Investment Managers within the EMEA region. This is a busy and demanding environment with high values and large volumes of transactions/queries requiring good concentration and organisational skills.

Responsibilities:
  • Deliver professional client service to Investment Managers and Clients on a day-to-day operational basis by providing proactive issue management, ensuring the resolution of all issues with Investment Managers and Clients on a timely basis, escalating where appropriate to management. 
  • Provide day-to-day operational support to Investment Managers (IMs) and Clients ensuring their requirements are met professionally and expediently.
  • Develop and improve your IM or Client relationships including taking proactive ownership of all operational issues
  • Conduct regular service reviews with IM/Clients, following up on actions points and service enhancement requests. Increase understanding through show and tell visits/regular calls
  • Monitoring of internal risk management controls including failed transactions and overdrawn balances and ensuring that the checklist is completed daily.
  • Interface with other internal departments (including the Operational team, Global Custody, Treasury, Securities Lending and Corporate Actions) to ensure timely resolution of cross-departmental issues.
  • Maintain accurate desktop procedures, KYC documentation and standing instructions for an assigned group of IMs or Clients and ensure the operational group is aware of and comply with these procedures

Requirements:
  • Proven custody or fund management experience, preferably performing a client-facing role.
  • Excellent organisational skills, with accurate manipulation, analysis & checking of figure work
  • Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets

Please apply online or call Jon Garrod on 0113 274 3000