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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service within the investment management industry, focusing on institutional clients and onboarding processes. Strong communication, organizational skills, and attention to detail are essential for managing client relationships and ensuring adherence to onboarding protocols.
Highest-signal resume keywords
Client Service ExperienceInstitutional Client ServicingOnboarding MandatesFluency In EnglishOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KYC ProcessingClient ReportingFee ManagementInvoicingProcess Improvement
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationRelationship DevelopmentAttention To DetailQuality Maintenance
Industry Keywords
Investment ManagementAsset ManagementInstitutional ClientsClient OnboardingClaims Management
About the role
Key responsibilities & impact- Lead the coordination of institutional client take-ons and manage onboarding through successful completion
- Ensure adherence to the global onboarding process and keep onboarding plans up to date
- Receive, record, track and resolve client requests, including Claims
- Liaise with clients and Sales to obtain KYC documents and process them in the KYC system
- Ensure client reports are produced on time and sent at agreed intervals and deadlines
- Communicate notifications of large inflows and outflows to relevant business areas
- Liaise with relevant departments to ensure invoicing and fee processes work correctly, including fee rebates and management fee calculations
- Submit invoices and fee statements to clients
- Conduct and contribute to weekly institutional update meetings
- Keep stakeholders informed about new business opportunities and changes to existing clients
- Identify, assess and implement process improvements and efficiencies within Client Services and cross-team interactions
- Act as a contact point between Sales, clients and internal support areas including legal, compliance, risk, operations and reporting teams
Requirements
What you’ll need- Client service experience within the investment management industry, primarily servicing institutional clients; relevant experience in other areas considered
- Proven experience servicing institutional clients within the asset management industry
- Experience in onboarding mandates
- Fluency in English; additional European language skills an asset
- Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
- Ability to maintain quality of work
- Ability to identify opportunities or issues based on understanding of clients’ needs
- Strong verbal and written communication skills
- Excellent organisational skills with the ability to manage multiple priorities and deadlines effectively
- High level of accuracy and attention to detail
Benefits
Comp & perks- Competitive and comprehensive benefits package
- Flexible work options
- Mentorship
- Opportunity for cross-functional and geographical internal mobility
- Range of development programmes
- Employee networks, including Women’s Network, Charity Committee and Mental Health Champions
- Support for balancing professional and personal life