Client Services Representative

Client Services Representative

Job Title: Client Services Representative
Contract Type: Contract
Location: Canary Wharf
Salary: £21 - £23 per hour
Start Date: 2017-06-26
Reference: JG070617
Contact Name: Jon Garrod
Contact Email:
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.

  • 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

  • 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