Global Client Services Specialist 2Applylocations: Madridtime type: We have a relentless passion for quality and a drive to keep ahead of the competition. As a Wealthtech, Allfunds blends our wealth management expertise with the innovation and creativity of a fintech. We have over €1.7 trillion assets under administration and are the leading B2B platforms for the fund industry.

We built and continue to evolve a digital ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data analytics, regulatory solutions, ESG tools, blockchain, and alternative investments. Founded in Madrid in 2000, Allfunds offers international opportunities, a commitment to work-life balance, competitive benefits packages including flexible holidays, and continued training and development. This is under-pinned by our values to have a positive social impact on the markets in which operate. is achieving this through a deep commitment to quality and outstanding human capital, by providing the best service for our clients, and by creating value for all our stakeholders.

We believe that our people's talent is what creates our world-class service. So, our clients, employees, and partners can count on us for the best services.

All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.

For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued. Job Summary\ The Integral 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 global 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. 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. 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. Excellent written and verbal communication skills in English; additional languages (e.g., Spanish, French, Italian, German) are a significant advantage. 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. * Ability to work independently and as part of a global team.

📌 Global Client Services Specialist 2 (Madrid)
🏢 ALLFUNDS GROUP
📍 Madrid