Description
Client Services Representative
London
6 MONTH CONTRACT
Our high profile Banking client currently has an opportunity for Client Services Representative to work in their offices based in London.
Job Purpose:
Deliver professional client service to Investment Managers and Clients on a day-to-day operational basis by providing proactive issue management (Trade, Cash, Corporate Action, Income etc), ensuring the resolution of all issues with Investment Managers and Clients on a timely basis, escalating where appropriate to management. To ensure the completion of daily risk management controls, and monitoring of fails and overdrawn balances. Responsible for service reviews and all relevant client reporting including detailed MIS. To prioritise tasks according to volumes, complexity, sensitivity and risk
Key Skills:
- Proven knowledge of Global Custody markets and products.
- Excellent organisational skills, with accurate manipulation, analysis & checking of figure work.
- Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilising advanced functions would be desirable.
- Able to work individually or in a team to achieve a common goal.
- Excellent interpersonal and motivational skills.
- Able to deal appropriately with many tasks simultaneously.
- Able to communicate at all levels, both orally and in writing.
- Quick to develop new skills and a pro-active approach to learning and training.
Responsibilities:
- Provide day-to-day operational support to Investment Managers (IMs) and Clients ensuring their requirements are met professionally and expediently.
- Develop and improve your IM or Client relationships including taking proactive ownership of all operational issues
- Conduct regular service reviews with IM/Clients, following up on actions points and service enhancement requests. Increase understanding through show and tell visits/regular calls.
- Monitoring of internal risk management controls including failed transactions and overdrawn balances and ensuring that the checklist is completed daily.
- Interface with other internal departments (including the Operational team, Global Custody, Treasury, Securities Lending and Corporate Actions) to ensure timely resolution of cross-departmental issues.
- Maintain accurate desktop procedures, KYC documentation and standing instructions for an assigned group of IMs or Clients and ensure the operational group is aware of and comply with these procedures
- Ensure all IM or Client queries are logged, monitored and closed on the appropriate system, providing appropriate client communication until resolution and management reporting on overstandard queries where required
- Monthly review of key performance indicators (KPIs/CRC's) by required deadline
- Monitor client needs helping to ensure correct resource allocation
- Ensure all claims are investigated and resolved within required deadline
- Ensure failed transaction and pre-matched reports are provided to all IMs and Client by required deadline.
- Assist with training for all new team members.
If you wish to apply for the above position, please email me on or call me
Pontoon is a global HR outsourcing company specializing in improving an organization's talent. We manage the contingent workforce and statement of work resources on behalf of our clients, as well as source and recruit direct hires. Pontoon's approach results in significant cost savings and revenue improvement, increased worker quality, workforce insight and greater regulatory compliance. A division of Adecco with operations in nearly 100 countries and with more than 1,500 colleagues worldwide, the Jacksonville, Florida-based organization delivers solutions to more than 150 industry-leading companies.