Ref jobup.ch: 2352387 | Ref entreprise: 2213892/001 | Date: 10 Juin 2024
For one of our historic clients, based in Geneva, we are actively looking for a Client Services Officer to cover a pregnancy leave of 8 months minimum.
Key responsibilities include :
- Leading the onboarding process for new investors and clients, which involves opening transfer agency accounts and managing negotiation and review of pertinent legal agreements.
- Supervising daily fund operations and monitoring the performance of outsourced transfer agency service providers.
Client Services Officer
Primary responsibilities:
- Delivers advanced service to current and potential investors as well as internal clients, promptly addressing general inquiries.
- Manages the account opening process, coordinating between investors or their representatives, internal teams, and outsourced transfer agency service providers.
- Oversees and/or facilitates new investor onboarding, including the coordination of drafting, negotiating, and signing legal agreements, and fulfilling AML requirements.
- Updates and maintains investor information and accounts within the internal CRM system.
- Monitors and manages investor transaction activities.
- Oversees the calculation and distribution of fees paid to financial intermediaries.
- Ensures high-quality service delivery from external providers, focusing on key regulatory and operational standards for Luxembourg SICAVs.
Qualifications:
- 2 to 4 years of experience in an asset management company, focusing on transfer agency oversight and/or investor support
- Knowledge of Luxembourg regulations.
- Fluent English is required, both verbal and written
- Organized, self-motivated, and a team player, with a keen eye for detail and a desire to learn and grow
- Excellent customer service is essential.
- Proficiency in Microsoft applications, experience with data visualization tools is a bonus.