Who we are looking for

The Asset Owners Client Service Officer role includes proactive client engagement, change management and client solutioning, along with service level governance across the global delivery organization.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As an Asset Owner Client Service Officer you will

Monitor client satisfaction including day-to-day service quality and deliverables across the global delivery organization for assigned clients.

Support query management and resolution directly with clients and by way of acting as a “central point of contact” for internal teams.

Assist with project management on client driven initiatives and coordination of open item activities with clients.

Assist with change management coordination including fund openings, closures, transitions, restructures, etc.

Assist with client documentation maintenance including AML, FTTOP, client review packages, etc.

Assist with identification and implementation of consistent operational best practices across global delivery.

Build and maintain strong client and inter-departmental relationships.

Escalate unresolved issues/challenges to manager and assist with resolution.

During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

What we value

These skills will help you succeed in this role

Strong critical thinking, problem solving, and decision making skills

Strong communication, interpersonal, and organizational skills including excellent time management and prioritization

Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments

Excellent administrative and organizational skills with the proven ability to multi-task and to work efficiently to meet client deliverables

Education & Preferred Qualifications

Bachelor’s degree, preferably within accounting, finance or economics

At least 3 years’ work experience in accounting, finance, mutual fund operations, loan servicing or related career 

Strong computer competence (Microsoft applications: Excel, Word, etc.)

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we do not necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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