Ability to work accurately under pressure and meet client deadlines
Proven success of operating in complex and fast paced service-oriented organization, is essential
Demonstrate strong organisational skills with the ability to multitask
Confident with managing stakeholders, internal and external, to a senior level. Influencing change and engagement
Able to proactively manage workloads, and address potential issues
Able to operate within a continuously evolving and competitive business environment
Demonstrate customer centricity; committed to high quality and service orientation
Daily monitoring of the organization s multiple Client Relations inboxes, executing the appropriate actions for each email received in accordance with the agreed procedures and defined Service Level terms for each Client
Co-ordinating the completion of all Client/Investor requests received into the Client Relations inbox
Onboarding Investors in our internal system and Helios following the close of a Managed Fund or a Transfer of Interest
Creating and maintaining Client/Investor contacts in Helios, including the definition and maintenance of user access rights
Creating and maintaining wire instructions in our internal system
Be able to work with minimal supervision and perform and complete tasks independently and knowing when to escalate issues
Accurate setting of attributes on Investor/Managed Fund related documents for upload to our Document Management System (DMS), in accordance with each Client s requirements
Work with IT / stakeholders to continuously refine and improve systems and processes
Understand client specific deliverables. Build strong relationships with internal and external counterparts to deliver high quality of service
The Client Relations team is responsible for ensuring that our Clients investor records are captured and maintained within Colmore s systems, in order for the investors to be able to see their investments, access fund reporting and receive associated payments.
As a Client Relations Analyst you will be responsible for creating / maintaining investor profiles in Helios, updating investor contact and banking details in Colmore s accounting system, uploading investor documents to portals and managing client queries related to their investors.
You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organization. As a Client Relations Analyst, you will have the ability to add value across multiple business units (Insight, FAIR, Tax, Accounting & Treasury) within the Colmore family, enabling you to gain a deep perspective and awareness of the wider business. People are at core of all that we do - based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression.