Product Specialist (Prescient Fund Services)

Details of the offer

Product Specialist (Prescient Fund Services)Prescient Fund Services is the leading technology driven Fund Administration Service provider. To support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.DUTIES & RESPONSIBILITIES Be part of the Client Relationship Management Team be the conduit for all clients interacting and interfacing between operations and the clients. Essential to have knowledge of full product range and service offering, to take responsibility for management of relationships with clients. Scope the requirements, identify the core service and value-added services required, present alongside BD in the pitches, get ops agreement on any specific builds or break out and support the BD function in putting forward the best opportunities / proposals for PFS Efficient handover to Product Solutions acting as a critical part of the BD team in identifying Client required services and any additional scoping needs – Ultimately responsible from supporting the BD initiative until assignment to the PS Manager. Interacting function with other PFS departments in identifying, demonstrating / demo-ing, showcasing and winning new opportunities, including understanding what the core and value-added services required. Maintain a detailed knowledge of the operational environment for the purposes of supporting the qualification and winning of opportunities as they pertain to core and value-added services. To engage, assist and run with all new client take ons, handing over to the Operational Product Solutions/ Implementation Team by creating and maintaining core product principle-based checklists with assignment and handover Be responsible for any misinterpreted opportunities handed over into operations. The Business Development Specialist is a Subject Matter Expert in Prescient Fund Services Group products and services. To develop, work on and roll out the project list as directed by the strategic initiatives as directed Relationship building internally, able to positively influence all relevant stakeholders. To be responsible for all new prospect and client discussions, to scope, to document and to agree to hand over into the operational environment. Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders Have regular catch ups with the key staff in sharing focus and client strategy. On at least a weekly basis communicate into operations using Salesforce and email communication protocols of worked on opportunities. REQUIRED EXPERIENCEStrong technical Fund Accounting / Investment operations experience where you have gained solid product experience and knowledge of a range of funds including CIS, Segregated funds, ETFs, Hedge funds. Min. 4 years relevant experience required.Project management experienced gained in Fund Services environmentExperience in engaging with clientsSuited to someone used to working in small, high-performance teams and dealing with multiple issues at once, to a prioritisation queue.REQUIRED QUALIFICATIONSRelevant Degree / Honours Degree (Investments, Finance, Commerce) required KEY COMPETENCIESPositive, collaborative team playerStrong attention to detailAble to act decisively and work under pressureStrong relationship building skills, natural networking abilityTrustworthy and reliableStrong communication skills both verbal and writtenStrong commercial and business acumenWHY THIS ROLE? This is an exciting newly created position in the Business Development and Client Management team for a Subject Matter Expert in all Prescient Fund Services Group products and services. This role will see you support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.  INTERESTED? APPLY NOW Nationality Position Product Specialist (Prescient Fund Services) Your CV Your Academic Transcript By applying for a role at Prescient, you explicitly acknowledge and understand, that we, our appointed third-party service providers whom we utilise to facilitate requisite background checks, verifications and screenings, will collect and process your personal information. For more information on the type of data that we will collect and process, either in-house or by our third party appointed service providers, please click here to access our Group Data Privacy Policy. Retention of your personal information is governed by the Prescient Retention Policy.Thank you for your application.We will review and get back to you as soon as possible.There has been an errorPlease try sending this message againNotice to Visitors () This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website.The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:.you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website;and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.Where exceptional expertise meets meticulous financial services
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