Hatfield Job Description Sample
Client Partner Lead - London
Fast growing European based firm providing a comprehensive fund data management, reporting and regulatory services seeks your Fund On-boarding and Administration skills along with client facing professional services delivery skills for the position of Client Partner Lead, based in London. This role will be employed by an industry-leading investment tech and operations advisory firm based in London, includes competitive compensation & benefits, and will establish a structured services platform on behalf of the client, and grow the partnership throughout the UK and Europe.
Please note, this role requires valid work permit in the UK
This role also requires language fluency in English as well as either French or German
The Partner acts as a direct liaison between the end client (Asset Managers) and third parties (filing agent, lawyers, representatives, fund administrator, etc) to ensure the highest possible level of service to the client.
Our client will keep the overall relationship with the client and the partner will be asked to keep the client informed of all client interaction via a CRM tool.
Summary of Key Responsibilities
- You will be responsible for managing the onboarding of new clients
- On an ongoing basis you will be responsible for the handling of clients’ queries and ensure the coordination with multiple parties both within the asset manager and externally (e.g. administrators, translators, etc)
- You will have an active contribution to the central management of the financial publications for some of the most renowned financial organisations who have chosen our client as their service supplier.
- You will focus on developing, maintaining and strengthening client relationships with clients and business partners by exceeding client expectations in terms of pro-activity, responsiveness to needs, quality of execution, professionalism and client-driven approach.
- You will produce reports containing management information to support the levels of activity and quality of service provided to clients
Qualifications and Key Personal Attributes:
- Experience in a client services role, ideally in the Fund Industry will be an asset
- English is required - verbal and written. French and or German will be an asset
- A client-driven attitude at all time (pro-activity and professionalism)
- Excellent time management and organization skills
- Project management skills
- Quality and detail consciousness
- Excellent team player, while able to work autonomously
- Demonstrates initiative
- Ability to work well under pressure
- Self-motivated and pro-active
- Demonstrate Microsoft Excel proficiency (functions, pivot tables, etc.)
Initial 6 week travel within Europe for training, then based in London with light travel to client sites.
Presales - EDM
Do you possess a strong combination of financial services industry, vendor-side software, data manipulation and configuration skills with SQL, as well as Sales Engineering (Pre-Sales) skills providing client facing demonstrations and delivering complex Request for Proposal solutions?
Our client is the leading provider of enterprise data management and data warehouse solutions into the financial services space, and their EMEA Sales team requires your Pre-Sales skills to contribute to their highly successful sales efforts. Complex, award winning product that places you firmly in the FinTech data space. Competitive salary and benefits. London based, ideal background incorporates work with investment data warehouse solutions, investor reporting, and reference data.
We have extensive experience in placing individuals in a variety of roles with this client over the past 5 years, and would be happy to discuss your potential. Please contact Brad Walker at email@example.com or +1-708-588-1797
Making better hires starts with building better job descriptions
- Browse 100s of templates across 40+ industries
- Customize your template with your company info & job requirements
- Post it to 20+ job boards in seconds – for FREE!