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Client Service Representative (Investment Funds)

We’re seeking a dedicated individual to join our investment funds team.
We are seeking a dedicated and client-focused Client Service Representative to join our investment funds team. As a key point of contact for our clients, you will play a crucial role in ensuring exceptional service delivery and maintaining strong client relationships.

Responsibilities:
  • Client Interaction: Serve as the primary liaison between clients and our investment team. Understand client needs, address inquiries, and provide timely responses.
  • Account Management: Manage client accounts, including processing transactions, handling documentation, and ensuring accurate record-keeping.
  • Investment Support: Assist clients with investment-related queries, such as fund performance, portfolio updates, and investment strategies.
  • Problem Resolution: Investigate and resolve client issues promptly, demonstrating a proactive and solution-oriented approach.
  • Client Onboarding: Facilitate the onboarding process for new clients, ensuring compliance with regulatory requirements.
  • Collaboration: Work closely with portfolio managers, analysts, and other internal teams to meet client expectations.
  • Continuous Improvement: Contribute to process enhancements and identify opportunities for streamlining client service procedures.
  • Compliance: Ensure adherence to legal and regulatory guidelines governing investment funds.

Qualifications:
  • Bachelor’s degree in Finance, Business, or a related field.
  • Fluency in English (additional languages are a plus).
  • Experience in client service, preferably within the investment funds industry.
  • Proficiency in MS Office, particularly Word, Excel, and Outlook.
  • Strong communication skills, both written and verbal.
  • Detail-oriented, organized, and able to manage multiple tasks effectively.
  • Knowledge of investment products, fund structures, and financial markets.

Our client offers work based on a work contract, training packages, and employee benefits:
  • Life insurance
  • Co-financing for courses and training
  • Hybrid modes
  • Business equipment
If you are passionate about client satisfaction and thrive in a dynamic investment environment, we encourage you to apply for this rewarding opportunity!

Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361.

#LI-DNI
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podsumowanie

Rodzaj pracy
Stała
Branża/Sektor
Bankowość & Usługi Finansowe
Lokalizacja
Kraków
Obszar specjalizacji
Finanse i Księgowość
Nr ref.:
1184610
Data ważności
7 Jun 2024

Skontaktuj się z konsultantem

Skontaktuj się Agnieszka Lysak, Konsultant odpowiedzialny za tę rekrutację, znajduje się Kraków
Hays, al. Pokoju 5

Telefon: +48 785058859

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