Client Servicing Specialist
7 days ago
Job Summary:
The PMS AIF Client Servicing Specialist is responsible for maintaining and enhancing client relationships in the context of portfolio management services, with a focus on alternative investment funds. They act as a bridge between clients and the investment management team, ensuring client satisfaction and assisting with the overall investment experience.
Key Responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with clients invested in PMS and AIF products.
- Act as the primary point of contact for client inquiries, requests, and concerns.
- Understand client objectives, risk tolerance, and investment preferences.
Portfolio Reporting and Communication:
- Provide regular performance updates, portfolio summaries, and reports to clients.
- Explain investment strategies, performance, and market dynamics in a clear and understandable manner.
- Address client queries related to portfolio performance and strategy.
Customized Solutions:
- Work closely with clients to tailor portfolio management strategies to their specific needs and objectives.
- Collaborate with the investment team to implement and adjust investment strategies as per client requirements.
Compliance and Documentation:
- Ensure that all regulatory and compliance requirements are met in client accounts.
- Maintain accurate records of client communications and transactions.
New Client Onboarding:
- Assist in onboarding new clients by explaining the investment process and documentations.
- Coordinate with internal teams & external partners to ensure a seamless transition for new clients.
Query Resolution:
- Address client concerns and resolve issues promptly and professionally.
- Escalate complex issues to higher management when necessary.
Conclusion:
The role of a PMS AIF Client Servicing Specialist is crucial in ensuring that clients receive the best possible service and that their investment needs are met. Effective client servicing can lead to long-term client retention and business growth in the portfolio management industry.
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