Client Service Analyst – German or Italian recruitment
The role will require being pro-active in supporting on going client needs, identifying Client Service enhancements and evolving these ideas into implementation or making recommendations to Management. The role also involves working closely with the various Distribution Channels and other departments within the firm to improve the overall Client Experience. Improving the efficiencies within the team, as well as day to day client trade order and query handling are also priorities.
Primary Responsibilities
- Working closely with regional sales teams and internal distribution services teams to contribute to the funds distribution effort.
- Responding to daily incoming calls and queries from internal and external clients / custodians regarding the Offshore Funds range of products.
- On boarding new clients in line with internal AML and Compliance procedures.
- Ensuring regulatory and company compliance standards are met in relation to account management.
- Researching and understanding the business requirements of the various regions where Offshore Funds are distributed and communicating this back for implementation.
- Pro-actively identifying enhancements for the clients and communicating these internally.
- Escalating and managing sensitive client issues to Sales Marketing, Compliance, Legal and Senior Management.
- Automating various functions within the team and identifying ways to make processes more efficient.
Experience required
- A minimum of three to four years experience in Asset Management and exposure to dealing in funds domiciled in different.
- Knowledge of Offshore Funds administration and Compliance standards.
- Client call and query handling skills.
- Proven ability to be able to build strong relationship with business management, external vendors and internal clients alike.
- Experience in working with cross border distribution.
- Knowledge of Anti-Money Laundering / KYC standards.
- IMC or similar qualification an advantage.
- Fluency in Italian and / or German required.
- Additional European Languages would also be an advantage (in particular Spanish, French, Dutch).
- Must work well in a team but also exhibit strong leadership capabilities in order to help drive solutions to complex issues.
- Must have excellent communication skills – both written and oral to a business level.
- Strong analytical and organisational skills.
For a full list of vacancies, please visit www.bruinfinancial.com
October 2, 2011
• Tags: Asset Management careers in the UK, Client Service Analyst, German or Italian recruitment • Posted in: Financial