Position Overview
Job description
Business type
Types of Jobs - Operations
Job title
Client Services Officer M/F
Contract type
Permanent Contract
Expected start date
01/07/2026
Management position
No
Job summary
Responsibilities
(These responsibilities apply to both Institutional and Distribution clients.)
Client On-boarding and Servicing
- Conduct KYC in a timely manner, collecting required information from Sales or directly from clients, and maintain KYC records and documents in the system
- Onboard new funds, coordinate fund changes and closings, and support related internal/external stakeholders throughout the process
- Manage new Distributor contracts, including fee negotiations and ongoing contract administration
- Prepare internal approval materials ...