CLIENT SERVICES SPECIALIST / NEW BUSINESS IMPLEMENTATION / SENIOR CONSULTANT / LUXEMBOURG / 12 MONTH CONTRACT

The main function of the New Business team is to act as the main coordinator between my client’s internal parties and external clients to facilitate the project management of:

• Fund launches for new and existing clients
• Fund transitions from other administrators and custodians
• Re-domicile events resulting in new fund launches
• •Restructures, mergers and schemes of amalgamation resulting in new funds
• Fund closures & liquidations

This team actively manages the new business approval process and manage feedback from operations to Sales and Relationship Management teams; assist in RFP due diligence process and Sales presentations to clients; pipeline / capacity management ; participate in opportunity review forum; monitor risk and issues throughout the project and ensure proper escalation to senior management where needed.

The key responsibilities of the role include:

• Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments/business units.
• Scope the project and critical path with Client and relevant departments.
• Create project plans for meetings
• Project Manager is the key point of contact with the Client for the duration of the project, along with the Relationship Manager.
• Chair project meetings and document actions/updates. Ensure new business take on teams are taking ownership of their tasks.
• Actively manage the new fund approval process, including the circulation of all details to the operational areas and the monitoring of the replies via the tracking file.
• Report and escalate to Senior Management on any risks and critical tasks from plans that are outstanding, e.g. SLD’s, Fees, Legal Agreement.
• Assist in RFP’s and Sales presentations to Client.
• Conduct Lessons Learned on completion of a complex project when required.

Skills/ Qualifications:

• Extensive Client Service Orientation
• Proven Analytical Thinking
• Concern for Quality
• Extensive Leadership abilities
• In depth Product/Service Knowledge
• Extensive funds Industry Knowledge
• In depth knowledge of Excel / Word / PowerPoint

You must have the right to work in Luxembourg to be considered for this role.

jrees@skillfindergroup.com
+44 (0)20 3763 9518
+352 (0)27 30 06 22