Client Services Analyst (15246312/001) London, England
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This Top Tier Investment Bank is looking for a Client Services Analyst to support & service our existing Client base (Direct/Retail and Financial Intermediaries), with regards to all operational matters to our Luxembourg based Funds.
Responsibilities include but are not limited to:
• Maintain a professional phone and email etiquette, for client related queries and internal partners.
• Own on-boarding process for allocated client base in close co-operation with involved teams.
• Handle regular client and team tasks according to client task list.
• Query/Error/Complaint handling by applying highest quality standards and according to procedures within agreed deadlines (KPI).
• Take end-to-end ownership of client related issues and participate in projects where appropriate. Report and escalate all client issues/needs to Management and encourage teamwork in order to attain business goals.
• Constantly review and improve service performance and identify opportunities to enhance client experience.
• Proactively inform clients of changes/issues/initiatives
• Provide regular reporting on team situation (volumes, capacity) and client specific topics as applicable.
The successful candidate is likely to have:
• CISI certificate
• Some client services experience within financial services
• Experience either within the asset management industry or Private banking
• Excellent communication skills, with strong client facing presence
If you are interested in the role and feel you are suitable please submit your CV.
Responsibilities include but are not limited to:
• Maintain a professional phone and email etiquette, for client related queries and internal partners.
• Own on-boarding process for allocated client base in close co-operation with involved teams.
• Handle regular client and team tasks according to client task list.
• Query/Error/Complaint handling by applying highest quality standards and according to procedures within agreed deadlines (KPI).
• Take end-to-end ownership of client related issues and participate in projects where appropriate. Report and escalate all client issues/needs to Management and encourage teamwork in order to attain business goals.
• Constantly review and improve service performance and identify opportunities to enhance client experience.
• Proactively inform clients of changes/issues/initiatives
• Provide regular reporting on team situation (volumes, capacity) and client specific topics as applicable.
The successful candidate is likely to have:
• CISI certificate
• Some client services experience within financial services
• Experience either within the asset management industry or Private banking
• Excellent communication skills, with strong client facing presence
If you are interested in the role and feel you are suitable please submit your CV.