Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team.
The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported.
The role involves maintaining exceptionally high service levels and building positive client relationships.
Responsibilities include client onboarding and effectively managing all client queries.
Responsibilities:Ensuring a positive and professional client service experienceProviding exceptional client service across carious channels such as phone, email, online, and in-personProviding clients with technical assistance on our productsEnsuring urgent matters are escalated for prompt resolutionProactively following up and assisting clients in obtaining outstanding informationWhere applicable, assisting clients with the completion of forms and obtaining any other relevant informationUndertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering RegulationsValidating KYC documentationFollow up on onboarding progress with administratorsQualifications and Experience:Solid grasp of Anti-Money Laundering RegulationsUnderstanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entitiesRelevant business degree and/or job-related experienceCompetencies and Personal Characteristics: Adaptable and energetic, thriving in dynamic environments with shifting prioritiesCapable of working under pressure, meeting regulatory deadlines with poiseExceptional oral and written communication skillsEmpathetic and approachable demeanor towards clientsClient-centric mindset with a professional appearanceDiligent and accountable, maintaining rigor in meeting deliverablesDemonstrates ownership and responsibility for assigned tasksSelf-motivated team player with meticulous attention to detailAble to manage and prioritize tasks effectively within a demanding team environment