Client Services Officer

vor 2 Wochen

Genf, Genf, Schweiz Robert Walters Switzerland Vollzeit

For one of our historic clients, based in Geneva, we are actively looking for a Client Services Officer to cover a pregnancy leave of 8 months minimum.


Key responsibilities include:

  • Leading the onboarding process for new investors and clients, which involves opening transfer agency accounts and managing negotiation and review of pertinent legal agreements.
  • Supervising daily fund operations and monitoring the performance of outsourced transfer agency service providers.
Client Services Officer

Primary responsibilities:

  • Delivers advanced service to current and potential investors as well as internal clients, promptly addressing general inquiries.
  • Manages the account opening process, coordinating between investors or their representatives, internal teams, and outsourced transfer agency service providers.
  • Oversees and/or facilitates new investor onboarding, including the coordination of drafting, negotiating, and signing legal agreements, and fulfilling AML requirements.
  • Updates and maintains investor information and accounts within the internal CRM system.
  • Monitors and manages investor transaction activities.
  • Oversees the calculation and distribution of fees paid to financial intermediaries.
  • Ensures high-quality service delivery from external providers, focusing on key regulatory and operational standards for Luxembourg SICAVs.

Qualifications:

  • 2 to 4 years of experience in an asset management company, focusing on transfer agency oversight and/or investor support
  • Knowledge of Luxembourg regulations.
  • Fluent English is required, both verbal and written
  • Organized, self-motivated, and a team player, with a keen eye for detail and a desire to learn and grow
  • Excellent customer service is essential.
  • Proficiency in Microsoft applications, experience with data visualization tools is a bonus.

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