Job Overview

Leading US Headquartered Boutique Asset Manager looking for an experienced Client Services Specialist to join the existing team.

Reporting directly to the Head of the team will be responsible for:

- Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations

- Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts

- Understanding the clients’ investment objectives, assigned mandates and portfolio composition & strategy.  

- Liaising and establish strong relationships with internal support teams to ensure client servicing needs are met

- Defining and managing team projects to enhance internal client service procedures in accordance with industry best practices with particular experience in using AI based methodologies to identify and create operational efficiencies.

You will possess at least 5 - 8 + years of relevant industry experience including Eeperience with equity and fixed income strategies; experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts. You will also have strong IT skills ideally with Advanced Excel and some exposure to basic SQL/Python etc.

‍