Global Client Services Specialist 2

Allfunds Group; Madrid; On-site; EUR 42,000 - 65,000; Full time

Job summary

Allfunds Group is seeking a Global Client Services Specialist 2 in Madrid to provide comprehensive support to institutional clients on our global investment platform. You will serve as a primary contact for a portfolio of global clients, resolving inquiries and coordinating with internal teams to ensure high-quality service.

The role requires a Finance/business background, 2–4 years client-facing experience in financial services, strong communication in English, and CRM proficiency.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• 2–4 years in a client-facing role within financial services.
• English proficiency; additional languages are advantageous.
• Experience with CRM systems is a plus.

Responsibilities

• Act as a primary contact for global institutional clients via phone, email, and internal systems.
• Investigate and resolve complex client issues related to fund execution, reporting, data discrepancies, and platform functionalities.
• Collaborate with Operations, Sales, Product, and IT to ensure timely and accurate resolution of client requests.
• Proactively identify potential client service issues and implement preventative measures to enhance client satisfaction.
• Maintain accurate and detailed records of client interactions and resolutions within the CRM system.
• Onboard new clients, providing guidance on platform usage and service offerings.

Skills

Client-facing

Analytical skills

Communication skills

Multitasking

English skills

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Tools

Salesforce

Microsoft Office

Job description

## Global Client Services Specialist 2Applylocations: Madridtime type: Full timeposted on: Posted 21 Days Agotime left to apply: End Date: August 29, 2026 (30+ days left to apply)job requisition id**About us**Looking for your next challenge? Allfunds (AMS: ALLFG) is a fast-paced, dynamic, Wealthtech leader with 17\* offices around the globe and our employees are the best at what they do. We have a relentless passion for quality and a drive to keep ahead of the competition. We also have a strong business foundation built by experts over 20 + years ago, with the flexibility and agility of start-up. As a Wealthtech, Allfunds blends our wealth management expertise with the innovation and creativity of a fintech. We have over €1.7 trillion assets under administration and are the leading B2B platforms for the fund industry. We built and continue to evolve a digital ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data analytics, regulatory solutions, ESG tools, blockchain, and alternative investments. Founded in Madrid in 2000, Allfunds offers international opportunities, a commitment to work-life balance, competitive benefits packages including flexible holidays, and continued training and development. This is under-pinned by our values to have a positive social impact on the markets in which operate. If you are open to new prospects, an adaptable professional, and enjoy collaborating with diverse and inclusive people, then Allfunds is the place for you.*\*Brazil, Chile, Colombia, France, Hong Kong, Italy, Luxembourg, Miami, Poland, Shanghái, Singapore, Spain (Madrid/Valencia), Sweden, Switzerland, United Arab Emirates and United Kingdom.***Our purpose**Our purpose is to transform the WealthTech industry. Allfunds. is achieving this through a deep commitment to quality and outstanding human capital, by providing the best service for our clients, and by creating value for all our stakeholders. For our employees.We believe that our people’s talent is what creates our world-class service. Allfunds' employees are high performers and team players who live our core values. We encourage them to grow professionally and personally, and to stretch themselves to achieve their goals.**What you will find when working at Allfunds****We believe in:*** All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees, and partners can count on us for the best services.* All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.* All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.* All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, accompany them on their journey, and inspire them to reach their dreams.If you believe you match these values, we look forward to meeting you.**Diversity, Equity and Inclusion**For Allfunds, Human Capital is at the heart of the company’s strategy and results, as well as part of our ESG strategy. DEI, represents the acronym of Diversity, Equity and Inclusion and how we understand it within our group. For Diversity Allfunds includes ways in which people differ, encompassing the different characteristics that make one individual different from another. For Equity Allfunds encompasses the policies and practices used to ensure fair treatment, opportunity, and advancement for all employees. For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued. Through DEI, Allfunds fosters a culture that recognizes and minimizes bias.**Sounds interesting?****Please take a closer look...**Job Summary\*\* The Global Client Services Specialist 2 at Allfunds Bank SAU provides comprehensive support to institutional clients worldwide, ensuring efficient and effective resolution of inquiries and service requests related to our global investment platform. Job Responsibilities\*\* \* Act as a primary point of contact for a portfolio of global institutional clients, handling a wide range of inquiries via phone, email, and internal systems. \* Investigate and resolve complex client issues related to fund execution, reporting, data discrepancies, and platform functionalities. \* Collaborate closely with internal departments, including Operations, Sales, Product, and IT, to ensure timely and accurate resolution of client requests. \* Proactively identify potential client service issues and implement preventative measures to enhance client satisfaction. \* Maintain accurate and detailed records of client interactions and resolutions within the CRM system. \* Onboard new clients, providing guidance on platform usage and service offerings. \* Contribute to the continuous improvement of client service processes and procedures. \* Stay updated on industry trends, regulatory changes, and Allfunds' product offerings to provide informed client support. \* Participate in client meetings and presentations as required. \* Assist in the training and mentoring of junior team members. Job Qualifications\*\* \* Bachelor's degree in Finance, Business Administration, Economics, or a related field. \* 2-4 years of experience in a client-facing role within the financial services industry, preferably in asset management or investment platforms. \* Strong understanding of investment funds, financial markets, and industry operations. \* Excellent written and verbal communication skills in English; additional languages (e.g., Spanish, French, Italian, German) are a significant advantage. \* Proven ability to manage multiple priorities and work effectively under pressure in a fast-paced environment. \* Strong analytical and problem-solving skills with meticulous attention to detail. \* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). \* Experience with CRM systems (e.g., Salesforce) is a plus. \* Client-focused mindset with a commitment to delivering exceptional service. \* Ability to work independently and as part of a global team.