3 дня назад
Associate, Client Service
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Client Service (Financial Services): Coordinating high-volume client inquiries and delivering accurate responses across EMEA private wealth accounts with an accent on process scalability, relationship management, and operational judgment. Focus on standardizing workflows, coordinating investment and specialist teams, and applying automation and data-driven insights to improve client service delivery.
Location: London, hybrid work arrangement; 18 remote workdays per quarter are available at manager discretion.
Company
is a global investment firm with more than forty years of experience delivering solutions to clients and investing partners.
What you will do
- Coordinate client inquiries across fund types and account structures within EMEA.
- Triage, track, prioritize, and respond to multiple requests while meeting service-level agreements and strict deadlines.
- Coordinate accurate responses across investment, accounting, legal, compliance, and other specialist teams.
- Improve and standardize workflows, reduce manual intervention, and enhance turnaround times.
- Support automation, technology, procedures, and data-driven insights that improve service delivery.
- Work with Account Managers on ongoing client service and new client outreach while monitoring client activity, trends, and risks.
Requirements
- 3–5 years of financial services experience in client service or operations, preferably at Associate level.
- Experience managing competing priorities and delivering results under pressing deadlines.
- Strong analytical, problem-solving, communication, relationship management, and collaboration skills.
- Strong attention to detail combined with strategic thinking and sound judgment.
- Familiarity with investment concepts and financial data.
- Experience with CRM and workflow tools such as Salesforce; a bachelor’s degree or equivalent experience is preferred.
Nice to have
- European language skills.
Culture & Benefits
- Hybrid work with 18 discretionary remote workdays per quarter, subject to manager approval.
- Collaborative, open-door culture with an emphasis on inclusion, mutual respect, and diversity.
- Opportunities to build on existing strengths and develop new skills and experiences.
- Work within a global, matrixed organization and a fast-paced EMEA private wealth environment.
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