Investment Operations Investment Operations …

Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 20
Competitive
Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 20
Competitive
Our client is looking for someone to be responsible for managing the on-boarding and relationship management for the firms global clients.
  • Deliver the highest level of operational service to prospects and existing clients. 
  •  Build strong relationships with the sales teams to support efforts in these regions and enable them to effectively manage client relationships. 
  • Build strong relationships with functions such as Operations, Fund Accounting, Legal and Finance to ensure prospects and clients recieve the highest standard of operational support 
  • Manage the client onboarding process, working across sales, central services and clients/prospects to ensure queries and operational matters are quickly brought to a satisfactory conclusion 
  • Establish working relationships with third party partners to enable effective resolution of client queries
  • Develop an in-depth knowledge of product range and investment teams 
  • Maintain all client service related content on CRM systems. 

Requirements: 

  • Strong Operations experience (5+ years), knowing how to onboard and then administer platform and distributor relationships
  • Familiar with platform and distibutor subscriptions and redemptions management, fees, payment processing and operating models 
  • Familiar with onshore and offshore pooled investment vehicles and working with 3rd party administrators 
  • Excelled written and oral communication skills 
  • Regulatory knowledge, particularly UCITS
  • Knowledge of financial products and willing to deepen this understanding
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