Client Services, Senior Associate

Responsibilities

• Build effective working relationships with clients and the client service team based on mutual respect and trust.
• Ensure excellent level of service to clients at all times.
• Manage and review client reporting, including administrator and board reporting.
• Coordinate reporting issues with reporting teams and ensure timely and accurate resolution of client queries.
• Manage the AML/KYC periodic review process on behalf of Client Service.
• Run and maintain a log of client service calls and action logs.
• Serve as the point of receipt for client change requests; log and work with internal departments to ensure timely delivery of change agendas for clients, focusing on organic growth such as fund/class launches and mergers.
• Assist the Client Service lead with onboarding new clients as needed.
• Log and resolve client queries involving other internal departments in a timely and professional manner.
• Ensure timely escalation of any client issues as required.
• Ensure that controls are consistently followed for all client service processes.
• Help foster a culture of collaboration with colleagues, clients, and external parties.
• Participate in ad hoc projects as directed.

Qualifications

• Primary degree or professional/accounting qualification equivalent.
• At least 2 years of experience in fund administration services preferred.
• Skilled communicator, both verbal and written.
• Excellent attention to detail.
• Ability to work under pressure and meet tight deadlines.
• Team player.
• Good understanding of end to end NAV production operating models preferred.
• Demonstrated strong problem solving skills and ability to work in a fast paced, high volume environment.
• Keenness to provide excellent service to both internal and external clients.

Education & Preferred Qualifications

• Primary Degree or Professional or Accounting qualification equivalent.
• Good understanding of end to end NAV Production operating models preferred.

Benefits

• Inclusive development opportunities.
• Flexible work life support.
• Paid volunteer days.
• Vibrant employee networks that keep you connected to what matters most.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.