Job Description

Role overview:

  • Client Relationship Management: Serve as the primary contact for assigned clients, ensuring proximity and responsiveness to their needs. This includes guiding clients through FundSettle browser usage, SWIFT reporting tools,and acting as an effective liaison with other stakeholders such as the distribution services client team
  • Escalation Handling: Act as the first escalation point for operational issues, coordinating with internal teams to resolve discrepancies.
  • Operations liaison for the clients – has the knowledge and experience to be able to respond well to clients’ operational questions and service issues, demonstrates knowledge of investment funds and our service.
  • Voice of the Customer: Represent client interests in internal forums, contributing to service improvements and operational feedback loops

    • Key responsibilities: 

  • Responds timely and with standards of quality, to inquiri...

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