Index Client Services Manager managing customer retention, adoption, and satisfaction across the Americas region with a focus on client experience. Collaborating with teams to enhance onboar...
About the role
- Client Support Consultant delivering exceptional service to Fund Managers and Custodians. Ensuring timely oversight of daily trade processing and resolving client queries in a hybrid work environment.
Responsibilities
- Respond promptly and professionally to client queries received via phone, email, and workflow systems.
- Ensure all inquiries are resolved within agreed internal and external timeframes, maintaining compliance with SLAs.
- Act as a primary point of contact for Fund Managers, Custodians, Investors, and Advisers.
- Build and maintain strong relationships through clear communication and exceptional service delivery.
- Liaise with Advisers and clients to fulfill service and processing requests accurately and within agreed SLAs.
Requirements
- 3+ years relevant experience in Operations or Custody
- Understanding of managed funds, custody operations, and trade processing workflows.
- Experience with client workflow systems, CRM tools, and mailbox management.
- Familiarity with compliance requirements and SLA-driven environments.
Benefits
- Flexibility: Hybrid Work Model
- Income Protection Insurance & Salary Continuance
- Generous Bereavement & Compassionate leave
- Private Health Insurance discount
- Primary & Secondary Paid Parental leave
- Death & TPD Insurance
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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