Customer Service Assistant

31 lug - Italia
Adepa Global Services

For our Client Leader Department we are looking for a tempo pieno

CLIENT LEADER OFFICE

R
In the frame of the Client Leader Service the Client Leader Officer understands client’s business and provides thoughtful and optimal solutions by coordinating the work of internal and external parties. She/he is responsible for managing client’s expectations with a “can do” attitude and a strong commitment to delivering high quality work. The Client Leader Officer focuses on quality and constant client satisfaction. This role implies the following task

s:
MAIN RESPONSIBILITI
- ES:Act as first point of contact for a dedicated client portfo
- lioResponsible for understanding client products, requirements and handling all matters with a proactive approach to ensure constant client satisfact
- ionResponsible for developing and cultivate long-term relationships with our clie
- ntsCoordination with internal and external parties (custodian banks, legal advisers, AIFM, investment manager, auditors, distribution partners etc.)



in order to deliver quality service on time as per client’s expectati
- onsFacilitate the flow of any information requested by internal teams or clients promptly and smoot
- hlyActive participation in the new client onboarding process and client change reque
- stsAssistance and taking ownership in internal projects representing the interest of our clie
- ntsParticipation in the organization of Board and shareholder meetings and resoluti

ons
TECHNICAL SKILLS & QUALIFICAT
- ION:University Degree in Finance, Accounting or equivalent experi
- ence2-3 years of experience in the funds industry and Client Relationship Serv
- icesGood knowledge of Luxembourg corporate governance, structures, capital markets and investment prod
- uctsFluent in English (verbal and written communication), Fluent in Italian (verbal and written communication); any other language is considered an a
- ssetCompetency in Microsoft Word, Excel and Outlook, any knowledge of PE systems would be an

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