Client Services, Fund Requests
Our client is a fast expanding and award winning boutique fund platform for institutional clients investing in mutual funds.
Our client is a fast expanding and award winning boutique fund platform for institutional clients investing in mutual funds. An opportunity exists for an experienced Client Services Associate to support the day to day activities related to fund activations and account opening.
This exciting and varied operations role requires current client servicing experience gained in the fund industry to support clients with all types of client requests to enable them to access new funds and share classes for example.
Liaising extensively with clients and transfer agents, you will request and oversee the opening of new accounts, follow up accounting opening requests through to completion, gain client instructions on dividend pay outs/re-invest and ensure all details and mandates are requested in relation with the opening of an account.
Candidates will be client focused and will demonstrate a high attention to detail. This is an excellent client servicing opportunity offering a collaborative working environment, attractive bonus potential and a generous benefits package.