Who are we looking for?
This position is integral to the successful completion of client on-boarding set-ups as well as fostering key relationships with our internal customer base.

Under the supervision of Client Service Manager, Officer. Client Service Expert, SA is responsible for opening and maintenance of custody accounts in the countries of investments of the funds.

Your new team

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverable at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Your new role

As Client Service Expert, SA you will be responsible for :

• Acting as a point of contact with external clients, sub-custodians and internal departments for market related activities and inquiries

• Maintaining required accounts, including mergers, conversion in/out, name changes, renewals, etc.

• Providing updates and answers to inquiries in a timely and professional manner

• Cooperating with direct manager what includes taking responsibility of personal development, self-evaluation, participating in meetings etc.

• Resolving issues highlighted by more senior team members or team supervisor and ensuring they are kept informed of progress

• Any other task assigned by the Manager

• Taking care of processing requests for markets and requests where physical/scanned documentation might be required

• Updating internal databases

What we value

These skills and competencies will help you succeed in this role:

• Customer-oriented mindset

• Ability to work on own initiative with proactive approach

• Methodical and well organized

• Ability to prioritize tasks

• Attention to details

• Analytical and problem-solving skills

• PC literate and competent in use of spreadsheets and word processing. Good technical skills in using MS Office.

• Strong organizational and communications skills

Preferred Previous Experience and Qualifications:

• At least 3 years of relevant experience in the financial industry, preferably within on-boarding and/or client services

• Good command of written and verbal English language

• Strong computer competence (Microsoft applications, Excel, Word)

• Bachelor’s and/or Master’s degree with a focus on business and financial areas would be an advantage

• Ability to deal with global operating parties, including direct contact with internal and external parties in an efficient manner, considering cultural differences

• Experience with working with legal documentation is considered an asset but is not required

We offer

• Permanent contract of employment from day one

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)

• Gold medical package for employees and their families (partner and children)

• Premium life insurance package and private pension plan

• Employee savings plan

• My Cafeteria Benefits platform including Multisport Card

• Wide range of soft skills training, technical workshops, language classes and development programs

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice

• Variety of well-being programs

• Technical or leadership career pathway

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.  

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