Client Services
Mayford James London, United KingdomClient Services
You will be responsible for:
Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations
Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts
Understanding the clients’ investment objectives, assigned mandates and portfolio composition & strategy.
Liaising and establish strong relationships with internal support teams to ensure client servicing needs are met
Defining and managing team projects to enhance internal client service procedures in accordance with industry best practices
You will possess at least 5+ years of relevant industry experience including Experience with equity and fixed income strategies; experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts.
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