Portfolio Services and Client Relationship Specialist

• Responsibility for driving and delivering client experience and needs, through daily interactions
• Participate enthusiastically in the continuous improvement of our control environment, policies, and procedures, including writing and updating team policies, procedures, and presentations as necessary
• Obtain and review quarterly inclusion reports
• Analyze and monitor monthly/quarterly investor reports data in the Client’s in-house system
• Perform preliminary checks based on monthly/quarterly investor data
• Check compliance and quality of data provided in the investor reports with contractual terms
• Send weekly status summary to the Client
• Draft quarterly risk report
• Daily communication with internal and external stakeholders to ensure timely delivery, analysis, and flagging of potential concerns according to the agreement
• Trouble shoot and support Financial Intermediaries
• Perform data input activities
• Assist stakeholders with any ad hoc/project work

• Bachelor’s degree in finance, economics, or equivalent combination of education with 2-4 years of work experience, preferably in a multinational environment
• Customer and data focused with strong client service/relationship and data management experience and a passion for service perfection
• Comfortable liaising with clients and internal stakeholder at all levels
• Excellent written and oral communication skills in English
• Ambitious, proactive problem solver, positive, ‘can-do’ attitude, and willingness to stretch and grow outside the comfort zone
• Excellent attention to detail and analytical skills. Ability to prioritize and deliver tasks as promised while maintaining high quality and consistent results
• Strong planning and organizational skills, operating and controlling own priorities to meet deadlines
• Reliable and trusted teammate with strong integrity and ethics. Driven to be a productive part of a high functioning, collaborative team, and to work in a high expectation and high impact environment
• Proficient with Excel and other MS Office application, and ability to quickly learn proprietary systems
• Result-oriented and able to ‘roll up the sleeves’ to accomplish crucial tasks

Any additional languages, such as: French, Spanish, German and Italian are an advantage

• Retirement investment and tools designed to help you in building a sound financial future
• Access to education reimbursement
• Comprehensive resources to support your physical health and emotional well-being
• Family support programs
• Flexible Time Off (FTO)