31 jul
|
Allfunds Bank
|
Madrid
31 jul
Allfunds Bank
Madrid
Job SummaryLea el resumen de esta oportunidad para comprender qué habilidades, incluidas las habilidades interpersonales relevantes y el dominio de paquetes de software, se requieren.The Global Client Services Specialist 2 at Allfunds Bank SAU provides comprehensive support to institutional clients worldwide, ensuring efficient and effective resolution of inquiries and service requests related to our integral investment platform.Job Responsibilities- Act as a primary point of contact for a portfolio of global institutional clients, handling a wide range of inquiries via phone, email, and internal systems.- Investigate and resolve complex client issues related to fund execution, reporting, data discrepancies, and platform functionalities.- Collaborate closely with internal departments, including Operations, Sales, Product, and IT, to ensure timely and accurate resolution of client requests.- Proactively identify potential client service issues and implement preventative measures to enhance client satisfaction.- Maintain accurate and detailed records of client interactions and resolutions within the CRM system.- Onboard new clients, providing guidance on platform usage and service offerings.- Contribute to the continuous improvement of client service processes and procedures.- Stay updated on industry trends,
regulatory changes, and Allfunds' product offerings to provide informed client support.- Participate in client meetings and presentations as required.- Assist in the training and mentoring of junior team members.Job Qualifications- Bachelor's degree in Finance, Business Administration, Economics, or a related field.- 2–4 years of experience in a client-facing role within the financial services industry, preferably in asset management or investment platforms.- Strong understanding of investment funds, financial markets, and industry operations.- Excellent written and verbal communication skills in English; additional languages (e.g., Spanish, French, Italian, German) are a significant advantage.- Proven ability to manage multiple priorities and work effectively under pressure in a fast-paced environment.- Strong analytical and problem‑solving skills with meticulous attention to detail.- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).- Experience with CRM systems (e.g., Salesforce) is a plus.- Client‑focused mindset with a commitment to delivering exceptional service. xcskxlj - Ability to work independently and as part of a global team.#J-18808-Ljbffr
📌 Global Client Services Specialist 2 (Madrid)
🏢 Allfunds Bank
📍 Madrid