Service Associate

Join a dynamic team where you’ll be at the forefront of shaping client data workflows, ensuring operational excellence and delivering real impact across the investment industry.

As a Service Associate, you’ll have the opportunity to work on diverse projects that directly influence client success. You’ll collaborate with colleagues across multiple offices, gain exposure to regulatory processes, and develop expertise in managing complex data workflows. This role offers the chance to grow professionally while contributing to innovative solutions that enhance efficiency and client satisfaction

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence! Our culture is built on continuous learning, with opportunities to expand your skills through training and exposure to diverse projects.

Your key responsibilities as a Service Associate will include:

• Managing client data workflows including ingestion, validation, reconciliation, and quality checks.
• Collaborating with colleagues and clients to publish regulatory documents and reports on their behalf.
• Filing regulatory documents using online systems and ensuring timely dissemination to relevant recipients.
• Liaising with distributors and platforms to resolve fund queries and provide clarity to clients.
• Ensuring client expectations are met by maintaining visibility of data in the warehouse and explaining processes clearly.
• Managing your own workload effectively to meet service level agreements.

You will need the following experience and skills to join us as a Service Associate:

• You must be proficient in MS Office, particularly Excel and Outlook.
• You will have strong written and spoken English communication skills.
• You should bring good analytical and problem-solving abilities to manage complex data workflows.
• You must have experience in client service, with the ability to deescalate challenging situations.
• You will be confident working independently while contributing ideas to enhance processes.

By joining the team as a Service Associate, you will be offered the following:

• Become a domain expert by increasing the knowledge of Mutual funds operations.
• 24 days holiday
• Paid Study leave
• Enhanced paternity & maternity
• Statutory benefits like PF, Gratuity, etc
• Support to set up home office
• Health cover with option to add family members
• Annual health check up
• Meal cards
• Full LinkedIn Learning access