Position summary:

Our client, a global Investment Banking and Financial Services organisation is seeking a Client Services Specialist to join their business on an initial 12-month contract. The focus of the role is to answer client requests and manage interactions to resolve client needs. This role is responsible for delivering a high quality of service to existing and new Investor clients and supporting their global Client Coverage team in managing internal marketing campaigns and administrative tasks.


Core Responsibilities

• Conduct Pooled and Mandate reporting for existing Institutional Clients
• Facilitate ad hoc client reporting requests (commentary, holdings), alongside requests from Client Coverage team members
• Support internal and Know-Your-Customer reporting requests
• Identify ways to improve the efficiency of the production process and quality and timeliness of information provided to clients
• Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities.
• Support Client Coverage team in creating marketing campaigns, product/strategy performance and overview mailouts and research mailouts.
• Documents client and team feedback in support of service improvement efforts within the business.
• Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
• Uses a consultative approach to position products and services to clients.
• Develops and maintains proficient knowledge of DWS funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory KYC issues to guide clients.
• Participates in special projects and performs other duties as assigned.

What we are looking for

• Undergraduate degree or equivalent combination of training and experience preferable
• 1-2 years previous experience in client reporting or client services role preferable
• Some knowledge of SalesForce (or equivalent client management tools) and/or ability to learn the functionality of such tools quickly preferable
• Strong customer focus, organisation skills and attention to detail
• Ability to work well under pressure and take initiative where necessary
• Sound analytical skills with willingness to develop technical skills over time
• Demonstrated client first mentality, ensuring outcomes are met to deliver top tier service to all clients.
• Demonstrated ability to function in a fast paced, ambiguous environment working with multiple business partners and diverse responsibilities.