Client Service Specialist

Responsibilities

• Project manage complex account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
• Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
• Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
• Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
• Complete ongoing KYC/AML reviews.
• Participant in and/or lead Insight committee & ad hoc meetings.
• Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifetime of the client.
• File and organize client documentation into Insight central folders.
• Assist with client meeting preparation and attend meetings as required.
• Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
• Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
• Develop detailed knowledge of the clients and the environment in which we provide solutions.
• Manage ad hoc projects which may require coordinating with other areas of the firm.

• BS/BA with relevant experience within the investment management industry.
• Minimum 5+ years direct institutional client service experience.
• Strong verbal and written communication skills.
• Confident, credible, and capable in meetings and discussions.
• Ability to organize, prioritize and multi-task effectively in a busy and dynamic environment.
• Ability to problem solve to ensure projects are completed on time.
• Proven effective use of resources – delegation but retention of responsibility.
• In-depth knowledge of the Microsoft Office suite.