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Client Services Specialist
il y a 3 semaines
The main function of the New Business team is to act as the main coordinator between my client’s internal parties and external clients to facilitate the project management of:
- Fund launches for new and existing clients
- Fund transitions from other administrators and custodians
- Re-domicile events resulting in new fund launches
- Restructures, mergers and schemes of amalgamation resulting in new funds
- Fund closures & liquidations
This team actively manages the new business approval process and manage feedback from operations to Sales and Relationship Management teams; assist in RFP due diligence process and Sales presentations to clients; pipeline / capacity management ; participate in opportunity review forum; monitor risk and issues throughout the project and ensure proper escalation to senior management where needed.
**The key responsibilities of the role include**:
- Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments/business units.
- Scope the project and critical path with Client and relevant departments.
- Create project plans for meetings
- Project Manager is the key point of contact with the Client for the duration of the project, along with the Relationship Manager.
- Chair project meetings and document actions/updates. Ensure new business take on teams are taking ownership of their tasks.
- Actively manage the new fund approval process, including the circulation of all details to the operational areas and the monitoring of the replies via the tracking file.
- Report and escalate to Senior Management on any risks and critical tasks from plans that are outstanding, e.g. SLD’s, Fees, Legal Agreement.
- Assist in RFP’s and Sales presentations to Client.
- Conduct Lessons Learned on completion of a complex project when required.
**Skills/ Qualifications**:
- Extensive Client Service Orientation
- Proven Analytical Thinking
- Concern for Quality
- Extensive Leadership abilities
- In depth Product/Service Knowledge
- Extensive funds Industry Knowledge
- In depth knowledge of Excel / Word / PowerPoint
**You must have the right to work in Luxembourg to be considered for this role.**
**+44 (0)20 3763 9518**
**+352 (0)27 30 06 22
