Funds Client Experience Specialist

Euroclear

Town of Poland (NY)

Hybrid

USD 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Hybrid working model
Competitive salary and benefits

Job summary

Euroclear is seeking professionals for the Investment Funds Client Service team in a hybrid setup. You will liaise with operations, commercial, and network management to deliver premium client service and participate in ongoing funds market training.

You will engage in onboarding, orders, issues resolution, and improvements, with opportunities to earn knowledge through internal and external courses. This role emphasizes client focus, collaboration, and professional development.

Qualifications

  • Strong problem-solving skills and ability to work independently within defined guidelines.
  • Excellent communication skills, both written and verbal.
  • Customer-focused mindset with sensitivity to client needs.
  • Ability to manage multiple tasks and prioritize effectively.
  • Experience in handling complex queries and escalations is a plus.

Responsibilities

  • Monitor and support daily operations such as order processing, transfer handling, and corporate actions; ensure timely confirmations and proactive issue resolution.
  • Process customer orders and inquiries via phone, email, and other channels; provide accurate information on pricing, product availability, and delivery schedules.
  • Suggest alternative or additional products and services to meet client needs; handle escalated issues with professionalism.
  • Track order activity and proactively address potential delivery challenges; act as a bridge between customers and sales teams.
  • Contribute to continuous improvement initiatives and process enhancements.

Skills

Problem solving
Excellent communication
Customer-focused
Multitasking
Handling escalations

Job description

Euroclear is seeking professionals for the Investment Funds Client Service team in a hybrid setup. You will liaise with operations, commercial, and network management to deliver premium client service and participate in ongoing funds market training.

You will engage in onboarding, orders, issues resolution, and improvements, with opportunities to earn knowledge through internal and external courses. This role emphasizes client focus, collaboration, and professional development.

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