Investor Services Associate Private Wealth
other jobs eFinancial Careers
Added before 1 hours
- England,London
- full-time
- Competitive salary
Job Description:
Responsibilities
*Support clients with all post-sales servicing needs across a range of closed ended and semi-liquid funds (private equity, private credit and secondaries).
*Cover all operational aspects of onboarding the firm’s semi-liquid funds to distributor platforms.
*Act as first point of contact for queries and issues.
*Daily contact with middle office teams at the banks/distributors, 3rd party service providers and internal teams.
*Proactively develop solutions to improve and streamline client and distributor experience.
*Ad-hoc involvement with strategic projects including launch of new products and expansion into new geographic markets.
Requirements
*3+ years of Client service/ onboarding/ operations/ middle office experience.
*Proven knowledge of bank/wealth manager servicing processes (onboarding, reporting, query management etc.).
*Private markets experience is not essential.
*Ability to work in a fast-paced environment, managing heavy workloads whilst adhering to tight deadlines.
*Support clients with all post-sales servicing needs across a range of closed ended and semi-liquid funds (private equity, private credit and secondaries).
*Cover all operational aspects of onboarding the firm’s semi-liquid funds to distributor platforms.
*Act as first point of contact for queries and issues.
*Daily contact with middle office teams at the banks/distributors, 3rd party service providers and internal teams.
*Proactively develop solutions to improve and streamline client and distributor experience.
*Ad-hoc involvement with strategic projects including launch of new products and expansion into new geographic markets.
Requirements
*3+ years of Client service/ onboarding/ operations/ middle office experience.
*Proven knowledge of bank/wealth manager servicing processes (onboarding, reporting, query management etc.).
*Private markets experience is not essential.
*Ability to work in a fast-paced environment, managing heavy workloads whilst adhering to tight deadlines.
Job number 1672435
metapel
Company Details:
eFinancial Careers
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