Investment Client Service Specialist

SUMMARY:
-

POSITION INFO:

Overview:

Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client relationships. Responsibilities include client onboarding and effectively managing all client queries.

Responsibilities:

• Ensuring a positive and professional client service experience
• Providing exceptional client service across carious channels such as phone, email, online, and in-person
• Providing clients with technical assistance on our products
• Ensuring urgent matters are escalated for prompt resolution
• Proactively following up and assisting clients in obtaining outstanding information
• Where applicable, assisting clients with the completion of forms and obtaining any other relevant information
• Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
• Validating KYC documentation
• Follow up on onboarding progress with administrators

Qualifications and Experience:

• Solid grasp of Anti-Money Laundering Regulations
• Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities
• Relevant business degree and/or job-related experience

Competencies and Personal Characteristics:

• Adaptable and energetic, thriving in dynamic environments with shifting priorities
• Capable of working under pressure, meeting regulatory deadlines with poise
• Exceptional oral and written communication skills
• Empathetic and approachable demeanor towards clients
• Client-centric mindset with a professional appearance
• Diligent and accountable, maintaining rigor in meeting deliverables
• Demonstrates ownership and responsibility for assigned tasks
• Self-motivated team player with meticulous attention to detail
• Able to manage and prioritize tasks effectively within a demanding team environment