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Fund Client Services Specialist

FE fundinfo

Woking

On-site

GBP 30,000 - 40,000

Full time

4 days ago

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Job summary

Join a leading investment management technology company as a Fund Client Services Specialist. In this role, you will manage client relationships, ensure compliance with legal documents, and contribute to innovative projects. Enjoy a collaborative environment with opportunities for growth and development.

Benefits

25 days annual leave

Enhanced parental leave

Pension scheme

Qualifications

Experience in customer success or client-facing project management preferred.

Responsibilities

Manage and deliver targets for multiple clients independently.
Maintain funds' legal offering documents.
Manage relationships with clients and third parties.

Skills

Client-focused

Communication

Stakeholder interaction

Technical explanation

Join Our Team as a Fund Client Services Specialist at FE fundinfo in Woking or London!

Are you ready to make a significant impact in the investment management technology and data industry? This is your chance to be part of a dynamic team that is shaping the future of asset management.

At FE fundinfo, you will have the opportunity to work on exciting projects that drive innovation and growth. You will be part of a collaborative environment where your contributions are valued, and you can advance your career through sponsored learning and development opportunities. Our diverse and highly skilled team is committed to making the industry Better Connected and Better Informed.

Your key responsibilities as a Fund Client Services Specialist will include:

Managing and delivering targets for multiple clients independently.
Meeting clients' ongoing maintenance of the funds' legal offering documents in each market.
Managing the publication and filing of clients' fund legal documents as required.
Carrying out client requests for access to overseas markets from initial proposal to successful registrations and maintaining the permissions in the market.
Managing relationships with clients, raising opportunities and issues to the manager, alongside potential solutions.
Working closely with third parties and regulators.

You will need the following experience and skills to join us as a Fund Client Services Specialist:

You must be a client-focused individual.
You should have excellent communication skills, both written and verbal.
You need the ability to explain complex and technical concepts in a simple and clear way.
You will have experience interacting with internal and external stakeholders at all levels.
You may have experience in a customer success or client facing project management role, but not essential

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

Our company culture is built on collaboration, innovation, and growth. We offer flexible hours, hybrid work options, and regular team events to foster a supportive and engaging work environment. You will have access to continuous learning opportunities to help you grow both personally and professionally.

Benefits

25 days of annual leave with the option to buy an extra 5 days each year.
Benefit from enhanced paternity, maternity, and shared parental leave.
Secure your future with our pension scheme.
Advance your career with sponsored learning and development, including formal qualifications.
Private health cover
Stay fit with discounted gym memberships.
Take advantage of the Bike to Work scheme for eco-friendly commuting.
Keep your eyes sharp with eye care and flu jab services.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Customer Service

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