Institutional Client Services Lead - Investment

Brightwater Recruitment; Dublin; Sur place; EUR 60 000 - 90 000; Plein temps

Résumé du poste

Brightwater Recruitment in Ireland seeks an experienced Client Services professional to onboard institutional clients and manage investment mandates. You will be the primary liaison for client queries and service requests, coordinating KYC and due diligence.

You will oversee client report preparation, coordinate with internal teams on transactions, cash flows, fees and invoicing, and nurture strong relationships with clients and stakeholders while driving process improvements.

Qualifications

• Experience in client services within investment management or asset management.
• Experience servicing institutional clients.
• Knowledge of onboarding, investment mandates and KYC processes.
• Strong communication and relationship management skills.
• Excellent organisational skills and attention to detail.
• Ability to manage multiple priorities and work to deadlines.
• Proactive approach with a focus on client service and continuous improvement.

Responsabilités

• Manage the onboarding of new institutional clients and investment mandates.
• Act as a key point of contact for client queries and service requests.
• Coordinate KYC documentation and ongoing client due diligence requirements.
• Oversee the preparation and distribution of client reports.
• Liaise with internal teams on client transactions, cash flows, fees and invoicing.
• Maintain strong relationships with clients and internal stakeholders.
• Identify opportunities to improve processes and enhance the client experience.
• Ensure client requirements and service deadlines are consistently met.

Connaissances

Client services

Relationship management

Communication skills

Organisational skills

Attention to detail

Description du poste

Brightwater Recruitment in Ireland seeks an experienced Client Services professional to onboard institutional clients and manage investment mandates. You will be the primary liaison for client queries and service requests, coordinating KYC and due diligence.

You will oversee client report preparation, coordinate with internal teams on transactions, cash flows, fees and invoicing, and nurture strong relationships with clients and stakeholders while driving process improvements.