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Client Service Representative (Investment Funds)
2024-03-09 ID OFERTY: 940371
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Kraków
- Pełny etat
- 2024-03-09
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.
