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Client Services Manager, Fund Platform

Client services UK Mutual Funds UK Fund Dealing Fund platform

Our client is a boutique funds platform for institutional clients.  This is a fantastic opportunity for an experienced fund platform Client Services Manager to support clients in the delivery of the operational day to day activities requiring prior exposure to UK mutual funds and fund dealing.

To be considered for this role, Client Servicing candidates will be knowledgeable across the entire UK dealing process and will be experienced in resolving queries technical queries related to fund requests, stock transfers, distribution/dividend processing, and reporting requirements within a fund platform environment.

Coming from a fund platform or Transfer Agency environment, Client Services specialists will be experienced in escalating issues working extensively across the firm and will act as first point of contact for institutional clients such as asset managers and banks to investigate queries such as correcting actions and reporting requirements for example.

Your detailed knowledge in settlement control and incident management will be utilised as will your reconciliations and knowledge of account opening. In this high profiled role, your first class client servicing& problem solving skills will be utilised to forge and build solid client relationships with institutional clients.

The client services team has enormous exposure internally and externally acting as first point of contact for all operational queries. Your client facing and presentations skills are required to provide on-site fund platform demonstrations and client training as and when required.

In addition, as the operations SME you will also accompany the sales team to prospective client meetings presenting to both clients and at board level making this role extremely appealing.

There will also be plenty of opportunities for the successful candidate to initiative and participate in implementing process improvements to generate workflow efficiencies and productivity gains. In addition, you will be responsible for evolving documented procedures and training materials for clients in line with ever changing client needs and bespoke requirements.

This is a varied role working closely with international offices liaising with Clients, Fund Managers and third party suppliers requiring strong interpersonal and communication skills. There is enormous exposure and interaction across the firm working closely with the Funds Group, Sales team, and IT whilst acting as the first point of contact for operational queries for institutional clients.

It is essential that candidates will be degree educated, will come from an institutional client & Funds Platform or Transfer Agency environment and will have a detailed understanding of the UK Funds Dealing process.


Job Type:
Banking & Financial Services
Banking and Capital Markets
Highly competitive
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Talk to a Consultant

Talk to Bernadette Quail, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 02034650109
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