Client Services Officer

Reporting to the Client Services Manager, the successful candidate will be responsible for delivering exceptional investor experiences to a portfolio of institutional and private clients by responding to enquires with timely and accurate data.

• Serve as a point of contact for client queries, ensuring timely and accurate responses.
• Collaborate with internal teams to ensure alignment on client needs and expectations.
• Communicate proactively on investment performance, issues or risks.
• Provide ongoing support in process and system enhancements, data management and systems testing.
• Coordinate and support client-related activity, including scheduling, preparing agendas and compiling minutes. Ensure follow-up on action items and communication with stakeholders.
• Complete the KYC process for new clients across all product types.
• Issue application and subscription forms to investors.
• Follow up on outstanding items and maintain static client data.
• Manage the investor funding call process and allocations.
• Ensure maintenance of static client data with Fund Administrator.
• Perform AML/CTF compliance obligations and KYC verification processes.
• Maintain accurate records of KYC and AML processes in relevant systems.
• Provide KYC Platform support to investors (Labgroup).

• Experience in client services, investor relations, or a similar role within the financial services industry.
• Strong analytical and problem-solving skills.
• Understanding of AML/CTF regulations and KYC processes.
• Proficiency in relevant software platforms and systems, including CRM and data management tools.
• Degree in Finance, Commerce or Business or related discipline and previous work experience
• Communicate effectively and professionally (written and verbal)
• Build strong relationships based on trust and respect
• Commitment to high standards of client service with a balanced focus on the commercial priorities