Client Services Associate

vor 2 Wochen

Frankfurt am Main, Deutschland Macdonald & Company Vollzeit

Our global investment and asset manager is seeking a Client Services Associate in Frankfurt.

Responsibilities include:

- Building relationships and knowledge of the funds to support our investors proactively
- Support in managing existing client relationships
- Co-ordination and compilation of the quarterly investment reports ensuring accuracy and complete reports; these must meet set timeframes and client deadlines and add value where possible
- Support the organisation and support Committee meetings, webinars, site visits
- Maintaining information on the in-house client relationship management system ensuring that it is complete and accurate for each client
- Proactively anticipate clients’ requirements by maintaining regular contact and communicate any concerns to the fund teams
- Help with the preparation of reports and other materials for client meetings
- Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
- Manage the on boarding of new investors including interfacing with Legal, Distribution, Relationship Management, other internal business partners, and third party custodians
- Production of a customised weekly, monthly and quarterly reports to clients, consultants, and service providers
- Responsibility for identifying, communicating, and resolving problems for any issues affecting the client experience

**Required Skills**:

- Degree educated and English and German fluency (written and speaking)
- 3-5 years of experience in a similar client facing function
- Experience and knowledge in Real Estate
- Proficient in Microsoft Office Suite, Strong relationship management, Proven experience of managing significant client relationships within Investment Management
- Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and to work efficiently to meet client deliverables.
- Proven success with and a passion for providing exceptional client service
- Highly motivated and capable of working in a team to achieve team performance targets, and be a strong team player

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