Client Service Associate

Position Overview

To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base in Itay. Work closely with the client coverage teams to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires an understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.

Primary Responsibilities

• Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations
• Ensure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts
• Understand clients’ investment objectives, assigned mandates and portfolio composition & strategy.
• Be an internal advocate for the client; liaise with the portfolio management and internal support teams across the globe with appropriate insight into client requirements
• Maintain ongoing dialog with our clients, ensuring all servicing needs are delivered upon;
• Ensure the ability to support clients with their regulatory reporting requirements across client types and geographies
• Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
• Define and manage team projects to enhance internal client service procedures in accordance with industry best practices

Key Requirements / Qualifications (essential unless stated)

• 5+ years of relevant industry experience
• Experience with equity and fixed income strategies; knowledge of alternatives strategies is preferred
• Extensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts
• Fluent in Italian
• Excellent presentation, writing and oral communication skills
• A proven ability to build and develop strong internal and external relationships
• Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
• Strong analytical and problem solving, coordination skills
• Proficient in Microsoft Word, Excel, PowerPoint

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