Develop and build up a strong relationship with the clients serviced.
Ensuring service from all areas to our client fully meets and exceeds their expectations.
Act as a liaison for client with all supporting departments.
Monitoring service provision to agreed standards on an ongoing basis.
Discussing client’s future requirements & ensuring that these can be met.
Provide the client with solutions for new requirements / drive the delivery of such solutions.
Assist the preparation of applicable MIS on behalf of the client.
Help drive and assume responsibility for the implementation of client specific projects.
Assume responsibility for client profitability by identifying opportunity to sell additional services as well as ensuring that we bill all relevant services.
Ensure Manager is adequately updated on a regular basis regarding all aspects of the clients assigned, highlighting all potential risks with possible solutions in a timely manner.
Work with the team to ensure all necessary documentation is in place for new and existing clients.
Required Knowledge, Skills, and Abilities
The person will have a University Degree in Business Studies or an equivalent professional qualification
The person will, mostly likely, have a detailed understanding of Offshore mutual funds and specifically funds domiciled in Ireland, including Money Markets.
The person will have a good understanding of the day-to-day fund accounting and settlement activities of mutual funds and the systems that support them
The person will have strong interpersonal and communication skills
The person will be highly motivated and have a proactive approach to client servicing