Client Service Specialist
vor 4 Wochen
At Fund Channel, we are seeking a highly motivated Client Service Specialist to support our Relationship Managers in delivering exceptional service to our clients.
The ideal candidate will have a strong understanding of financial services and be able to perform daily controls, answer client requests, and produce tailored reports.
Key responsibilities will include:
- Monitoring the quality of service provided by custodians
- Assisting operational departments in resolving problems related to information sources
- Reviewing and proposing solutions for processes to improve production lines
- Controlling and validating daily accruals for Fund of Funds business
- Answering client requests regarding trailer fees collection/payment/rates
- Maintaining updated CRM database
- Creating/updating accesses to our portal website
The successful candidate will have a strong background in finance, excellent communication skills, and the ability to work in a fast-paced environment.
We offer a dynamic and supportive team environment, with opportunities for growth and development.
Fluency in French and English is required, with German and/or Italian being an asset.
Computer skills in Excel and Powerpoint are also essential.
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