Client Service Operations Officer at Fosad Consulting

Details:

Our client who is a market leader in the financial asset management business require the services of a Client Service Operations Officer who will be responsible for establishing and providing a proactive support platform for the organizations sales channels, clients and prospects. This will be achieved through not only responding to queries related to our products and performing regular sales support tasks, but also by recommending service improvements or automation.

Responsibilities

• Coordinate queries on behalf of clients and sales with external service providers 
• Assist sales channels and clients with regards to account opening and KYC questions
• Establish an excellent relationship with Client Relationship Managers and client’s operational teams to ensure consistent support and client satisfaction
• Responsible for identifying areas where the service to clients could be improved and therefore become a competitive advantage for the organization (via service calls, sales and client visits etc)
• Coordinate ad hoc client and sales communications in collaboration with relevant internal department
• Ensure the consistency and accuracy of data between distribution and placement agreements and the organizations management client relationship management tool
• Active contribution and participation in all Client Service projects

Education: Bachelors degree in finance, a Masters Degree will be added advantage

Professional experience:

• Ideally, you have gained similar experience in the fund industry.
• 3 - 5 years of customer service/ relationship management/ sales assistance

Soft skills:

Client Focus

is able to deeply understand client issues and works with teams to improve the quality of service provided. Responsive when issues arise.

Stakeholder/relationship management

is able to effectively influence and negotiate with multiple stakeholders, keeping them informed and engaged.

Decision making

is able to make difficult decisions quickly and confidently, and will actively involve others in situations where decisions affect them.

Results-driven

Acts with tenacity, balances costs and benefits. Continuously seeks optimum performance.

Compliance

Acts in full compliance with applicable laws, rules and regulations, Company policies and code of conduct

Technical skills:

• Excellent skills in Microsoft Office
• Good knowledge of the mutual fund industry in Europe would be considered as an asset
• Good knowledge of the regulatory and statutory requirements in connection with mutual funds would be considered as an asset