Client Services Specialist

Join a globally respected investment manager with offices in major financial hubs and a reputation for excellence in insurance-linked securities. * 2-4 years’ experience in fund ops or client service within asset management * Act as the primary liaison between clients and the Transfer Agent, supporting account openings, subscriptions, and redemptions by ensuring all documentation is complete and fund procedures are followed meticulously * Excel

What you'll do:

• Coordinate incoming client requests that are not directly handled by Sales, ensuring each query is resolved promptly and accurately while maintaining high standards of service.
• Assist with compiling and distributing monthly newsletters and estimates, taking ownership of several client reports which require self-sufficiency and close collaboration with internal teams to collate and analyse data requests.
• Act as the primary liaison between clients and the Transfer Agent when required, supporting account openings, subscriptions, and redemptions by ensuring all documentation is complete and fund procedures are followed meticulously.
• Support the accurate booking and reconciliation of client holdings within the organisation’s CRM system, maintaining precise records for audit and reporting purposes.
• Work closely with colleagues across departments to ensure seamless communication and efficient resolution of client issues, fostering a collaborative team environment.
• Maintain up-to-date knowledge of subscription and redemption processes as well as fund dealing procedures to provide expert guidance to clients.
• Contribute to the continuous improvement of client service processes by identifying areas for enhancement and sharing feedback with management.
• Ensure compliance with regulatory requirements at all stages of client interaction, safeguarding both client interests and organisational integrity.
• Participate in regular team meetings to share insights on client needs, trends in asset management, and best practices for delivering exceptional service.
• Provide support during onboarding processes for new clients, acting as a central point of contact to facilitate smooth transitions into the organisation’s funds.

What you bring:

To excel as a Client Services Specialist within this leading investment manager, you will bring hands-on experience from fund operations or client service roles in asset management or financial services. Your interpersonal skills will enable you to build trust-based relationships with clients while working collaboratively alongside colleagues from diverse backgrounds. You will demonstrate reliability through careful attention to detail in all aspects of reporting and record-keeping. Your ability to communicate clearly—both verbally and in writing—will ensure that complex information is conveyed effectively across teams. Familiarity with subscription/redemption processes allows you to guide clients confidently through transactions while maintaining compliance with industry standards. Adaptability is key as you navigate shifting priorities within an inclusive team setting. Your enthusiasm for learning means you’ll embrace ongoing training opportunities designed to support your growth within this dynamic sector.

• 2-4 years’ proven experience in fund operations or client service within asset management or broader financial services industry is essential for success in this role.
• Demonstrated ability to manage multiple priorities effectively through strong organisational skills and time-management techniques.
• Excellent communication abilities are required for engaging with stakeholders both internally across teams and externally with clients.
• Meticulous attention to detail combined with a commitment to data accuracy ensures reliable reporting and record-keeping.
• Collaborative approach is vital for thriving in a team-oriented environment where adaptability supports shared goals.
• Knowledge of subscription/redemption processes along with familiarity with fund dealing procedures is highly desirable for providing expert guidance.
• Fluency in English is required; additional languages are considered an advantage but not essential for success.
• Experience using CRM systems or similar platforms for booking/reconciliation tasks enhances your effectiveness in this role.

What sets this company apart:

With over USD 9.5 billion under management primarily in Catastrophe Bonds and Insurance-Linked Securities (ILS), staff enjoy exposure to cutting-edge financial products within a fast-growing segment of asset management. The company’s commitment to equal opportunities ensures that all team members feel valued—and empowered—to share ideas openly while growing together professionally.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates