Specialist, Client Service, Transfer Agency, GFS

Job Summary:

The Senior Client Services Consultant is a key member of the GFS Investor Servicing/Transfer Agency team. This role will focus on servicing clients with mutual funds and collective investment trusts.  The candidate will have an opportunity to work directly with large and complex GFS clients.  Responsibilities will include:   facilitating accurate and timely client deliverables, managing client change requests, overseeing deliverables,  and handling client specific issue-resolution. 

Duties and Responsibilities:

1. Oversee service levels to dedicated clients by ensuring the timely and accurate delivery of client reporting.  Collaborate closely with business teams to facilitate best in class service. 
2. Attend operational meetings with clients. Represent the Transfer Agency and maintain strong awareness of TA related initiatives to provide clients insight on new efficiencies, regulatory initiatives, and overall services.
3. Prepare presentation materials for client Due Diligence meetings. Attend client meetings and provide business updates.
4. Operate independently and maintain in-depth knowledge of the business unit and team functions.
5. Develop in depth understanding of clients’ products and servicing needs. Ensure proper support across teams and plan for future development needs.
6. Manage client change initiatives across teams and business units as needed. Conduct detailed process analysis to understand client requests and inquiries.  Provide consultative support to address clients’ business needs.  
7. Cultivate and maintain working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers to ensure client service needs are met.
8. Act as the key client contact within area of expertise and follow up on day-to-day client queries and issue resolution.
9. Assist client(s) and partners with complex problem resolutions.
10. Address servicing issues with urgency. Lead efforts to identify root causes and preventative measures.
11. Provide technical expertise for new or complex products/services.  Oversee the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs are met.
12. Provide management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients.
13. Maintain working knowledge of service level agreements as relates to job function and division deliverables.
14. Interact with various operations areas to improve client specific processes.

Knowledge/Skills

• Broad understanding of the financial services industry and industry products:  mutual funds, collective investment trusts, fund of fund structures, back office and intermediary operations, NSCC/DTCC services and retirement plan vehicles.
• Excellent oral and written communication skills
• Strong analytical and problem solving skills
• Ability to prioritize and multi-task
• Works with a sense of urgency