Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Client Operations Representative delivering customer service and operational support to Moneycorp clients. Managing customer queries with empathy and efficiency while enhancing operational effectiveness.
Responsibilities
- The first point of contact for all customer queries through our various support channels, resolving them by using your initiative as opposed to reading from a script
- Collaborating with colleagues across departments to fix problems
- Tracking down information for colleagues in various business areas
- Ensuring all customer communications are logged appropriately and referred to other business units where required
- Taking personal ownership over the customer experience
- Ensuring customers receive great service and leave satisfied
- Handling customer escalations where needed and resolve complaints appropriately and in line with policy
- Organizing and diarising client follow ups
- Maintaining records of all client contact to a high standard
- Ensure company procedures and high standards are followed at all times
- Ensure CRM is up to date whenever necessary and always
- Ensure all trigger events are used as opportunity to update client records Including documentation and information
Requirements
- Experience in a Customer Service/middle office role would be great, but not a necessity if you’re a quick learner
- Having worked via telephone, email and face to face is desirable but not essential
- Excellent English, written and verbal is essential
- Additional languages to a business standard would be fantastic. Notably French, Spanish, Portuguese (Brazilian) or Portuguese
Benefits
- Health insurance
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Service Representative at VCA Animal Hospitals providing customer service and supporting patient care in Yucca Valley and 29 Palms locations. Handling appointments and client communications effectively.
Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.