Project manage complex account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
Complete ongoing KYC/AML reviews.
Participant in and/or lead Insight committee & ad hoc meetings.
Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
File and organize client documentation into Insight central folders.
Assist with client meeting preparation and attend meetings as required.
Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
Develop detailed knowledge of the clients and the environment in which we provide solutions.
Manage ad hoc projects which may require coordinating with other areas of the firm.

BS/BA with relevant experience within the investment management industry.
Minimum 5+ years direct institutional client service experience.
Strong verbal and written communication skills.
Confident, credible, and capable in meetings and discussions.
Ability to organize, prioritize and multi-task effectively in a busy and dynamic environment.
Ability to problem solve to ensure projects are completed on time.
Proven effective use of resources – delegation but retention of responsibility.
In-depth knowledge of the Microsoft Office suite.

Client Service Specialist

Key skills