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Respond promptly to client requests across a wide variety of administrative, financial, legal, investment and operational issues
Develop a strong understanding of the regulatory issues facing clients and use this knowledge to assist the client in complying with relevant regulations
Co-ordinate with internal operational and investment teams to resolve complex client issues
Communicate effectively both in writing and verbally on behalf of the company at various levels within client and intermediary organisations
Understand account activity throughout the client lifecycle, working with partner teams where appropriate
Identify and manage reporting requirements
Ensure that legal and KYC documentation is kept up-to-date
Maintain client information and reporting requirements on Salesforce system
Building Client Relationships
Develop detailed knowledge of clients and the environment in which they operate
Work with RMs and BDMs on business planning for clients, taking primary responsibility for creation and subsequent maintenance of the written client plan
Assist with the client review meeting cycle, including annual health check meetings where appropriate, by coordinating materials and follow-ups
Actively engage with third parties e.g. KVGs, platforms to ensure seamless delivery of the company's products and access to accurate and timely data
Represent the Client Service Team in internal projects and working groups
Develop and share best practice
Maintain team spirit within the client service team by volunteering for projects, covering for fellow team members, and participating in team meetings and retreats
Knowledge and experience
Related industry experience, including familiarity with KVG structure and German reporting requirements
Graduate degree or equivalent combination of education and experience
The role requires a good level of understanding of data, particularly relating to portfolios performance, attribution and fee structure
Fluent German and English required
French or Dutch would be advantageous
The successful candidate will be based in Frankfurt with the option to start the role London and transition permanently to Frankfurt within 12 months.
Microsoft office applications, Salesforce, various internal applications (training to be provided)
Skills and personal attributes
This is a key requirement of the Client Services Associate role. Strong written, verbal and listening skills are required in order to process potentially complex requests, dealing with internal parties, both the operational support units and the investment group, and in responding to external parties.
Analysis and problem solving
The CSA needs to have the ability to analyse issues competently and promptly. Client issues constantly expose the CSA's to new challenges where there may be no established procedure or policy. The ability to gather relevant data, understand complex issues, identify solutions and make reasoned recommendations are important skills for the role. Solutions and recommendations need to be consistent with the organisation's practices and objectives.
The role requires a good level of understanding of data, particularly relating to portfolios' performance and attribution and fee structure.
Multi-Tasking and organisational skills
The CSA is required to respond promptly to queries and a range of client issues and the timing of these issues is outside the control of the organisation. The CSA is frequently juggling a number of client matters at the same time and seeking to resolve them in a timely manner. This requires a high degree of flexibility.
The CSA works within a specialist client servicing team and needs to be willing to work closely with other team members to share best practices, and to understand how other client issues are resolved. The CSA is expected to participate actively in the team, and to be open and flexible to new ideas and requests and to consider how he/she can make a broader contribution to the team.
It is essential that the CSA is able to effectively develop internal and external relationships. A CSA will create and maintain effective business relationships both with external and internal parties.
It is essential that a CSA is self motivated. A CSA will be proactive with clients and will anticipate their needs.
Internal Number: 6156670
About William Blake Consulting Ltd
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