Client Service Representative

Responsibilities

• Serve as the first point of contact for institutional client enquiries related to global proxy voting, responding promptly and accurately via email and telephone.
• Manage a high volume of client communications while meeting SLA deadlines and maintaining strong service quality standards.
• Take ownership of complex or ongoing client issues, coordinating with internal teams to ensure timely resolution and clear communication to clients.
• Build and maintain trusted relationships with global custodian and institutional clients, acting as a reliable partner for their proxy voting needs.
• Prepare and deliver client reports using system-generated and manually compiled data, and distribute event‑specific proxy voting notifications and supporting documentation.
• Support client onboarding, conversion activity, testing, demonstrations, and training sessions for new and existing users.
• Stay current on market changes, local regulations, proxy voting workflows, and service platforms, while contributing to service improvement initiatives and team best practices.

• Minimum of 2–3 years of experience in client service, account management, or a related role within financial services.
• Prior experience in proxy voting or a closely related operational or client servicing function is highly desirable.
• Strong working knowledge of global proxy voting processes, client servicing expectations, and operational workflows.
• Proven ability to manage large volumes of client enquiries effectively, particularly through email communication.
• Excellent verbal and written communication skills, with the confidence to engage professionally with institutional clients.
• Strong analytical, problem‑solving, and organizational skills with high attention to detail and the ability to work accurately under pressure.
• Comfortable working cross‑functionally to resolve issues and deliver seamless service.
• Proficiency in standard business tools and systems used for reporting, communication, and client service activities.
• Fluency in one or more European languages is advantageous.