- London, England, United Kingdom
- On-site
- Full-time · Associate
Senior operational role responsible for improving the end to-end client experience and strengthening the effectiveness of the Client Solutions function.
Responsibilities
- Represent Investor Services and client requirements in internal forums, working groups and cross-functional initiatives focused on improving global client processes and service delivery.
- Partner with the Head of Global Investor Services and the Change Office to identify, plan and deliver local and global projects that simplify, improve and automate client service activity.
- Support the development of the Investor Services Analyst by setting clear objectives, providing guidance and feedback, sharing knowledge, and helping to build capability across the team.
- Manage and execute core client lifecycle processes, including onboarding, offboarding, transfers of interest, fund extensions, fund terminations, tax repapering, KYC refreshes and World-Check activity.
- Liaise with external fund administrators, tax consultants, and compliance service providers to coordinate client documentation, due diligence, screening and related process activity.
Requirements
- Degree-level education (or equivalent experience)
- Nice to have: Experience delivering short and long-term projects
- Nice to have: Coaching or managing team members
- Nice to have: Proficiency in Excel
- Nice to have: Proficiency in PowerPoint