Customer Relationship Specialist
hace 4 días
ADEPA ASSET MANAGEMENT
EXPERIENCE THE ADEPA WAY
Adepa is an independent global leading provider of Investment Fund and Corporate Services, Fund administration, UCITS V Management Company and AIFM addressed to institutional and professional investors around the globe.
Founded in 1980 and currently headquartered in Luxembourg, Adepa provides clients with support oriented to give tailor-made solutions for ideas in a global financial world in Luxembourg, Italy, Spain and Chile.
For our Client Relationship Department, we are looking for a full-time
CLIENT RELATIONSHIP OFFICER
In the frame of the Client Relationship Service the Client Relationship Officer understands client’s business and provides thoughtful and optimal solutions by coordinating the work of internal and external parties. She/he is responsible for managing client’s expectations with a “can-do” attitude and a strong commitment to delivering high-quality work. The Client Relationship Officer focuses on quality and constant client satisfaction. This role implies the following tasks:
MAIN RESPONSIBILITIES
- Act as first point of contact for a dedicated client portfolio
- Responsible for understanding client products, requirements and handling all matters with a proactive approach to ensure constant client satisfaction
- Conduct regular meetings and visits to clients.
- Responsible for developing and cultivating long-term relationships with our clients focusing on client retention
- Coordination with internal and external parties (custodian banks, legal advisers, AIFM, investment manager, auditors, distribution partners etc.) in order to deliver quality service on time as per client’s expectations
- Facilitate the flow of any information requested by internal teams or clients promptly and smoothly
- Active participation in the new client onboarding process and client change requests
- Assistance and taking ownership in internal projects representing the interest of our clients
- Participation in the organization of Client’s Board and shareholder meetings
TECHNICAL SKILLS & QUALIFICATION
- University Degree in Finance, Accounting, Law or equivalent experience
- Minimum 8 years of experience in the funds industry and Client Relationship Services
- Good understanding of investment funds structures, and regulatory framework, Financial Market and investment products.
- Fluent in English (verbal and written communication); Italian or Spanish, any other language is considered an asset
- Competency in Microsoft Word, Excel and Outlook, any knowledge of PE systems would be an advantage
SOFT SKILLS
- Ability to work autonomously, taking full ownership of assigned responsibilities
- Excellent interpersonal and communication skills, including contributing to and being part of a strong team spirit
- Excellent organizational skills complemented by a “can-do” attitude
- Result-oriented with a strong client focus and sense of responsibility regarding delivering quality work
- Intercultural approach
- Excellent written and verbal communication skills
Are you ready to accept the challenge and expand your knowledge in an Entrepreneurial, Intercultural & Independent Global Asset Servicing Company?
Please send your CV to:
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