GAM Investments

Client Services Representative

• Implement, oversee and continuously improve GAM's distribution operating model
• Serve as the primary operational relationship manager for key distribution partners and service providers
• Coordinate distributor onboarding calls with FundRock and internal stakeholders, maintaining agendas, action logs and timely completion of activities
• Translate commercial requirements from Sales into operational and regulatory requirements for FundRock and other service providers
• Coordinate third-party introducer arrangements with Legal and service providers
• Manage distributor onboarding and ongoing relationship management
• Ensure fee schedules accurately reflect agreed commercial arrangements and trailer fees
• Resolve distributor agreement issues with clients, FundRock, GAM Legal and Compliance
• Support FundRock and Apex with distributor, agent and operational queries
• Respond to platform-related enquiries from Sales teams, distributors and FundRock
• Provide RoomZero AUM and Flow system client matching, breakdown extraction, training and support
• Investigate and resolve trailer fee, fee reconciliation and distribution remuneration issues
• Review and validate introducer estimates, invoices and reporting extracts
• Contribute to Apex Steering Committee meetings and monitor remediation actions
• Investigate complex operational issues, identify root causes and drive process improvements
• Coordinate distributor communications for fund and product changes, initiatives, launches and operational changes
• Participate in Distribution Leadership Group meetings
• Respond to client enquiries and provide fund, account and operational information
• Manage client complaints with Compliance, Product Specialists and other stakeholders

Senior Client Service Operations Manager