At a Glance
- Tasks: Manage client onboarding and ensure smooth transitions with internal teams.
- Company: Join a leading financial services firm with a commitment to diversity and inclusion.
- Benefits: Enjoy a hybrid work environment, competitive benefits, and family-friendly policies.
- Other info: Opportunity for career growth in a dynamic and supportive workplace.
- Why this job: Be the key contact for clients and make a real impact in their financial journey.
- Qualifications: Fluent Spanish, relevant experience, and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities
- Partners with the Sales and Relationship Management Team during the onboarding of new accounts and serves as a key point of contact for clients and internal business partners during these complex transitions.
- Facilitates the internal and external review and negotiation of contracts and investment guidelines, operational and regulatory documentation, and funding activity.
- Works with the Product Management and Investment Teams to identify and resolve any guideline issues with the client, where required.
- Collaborates with Operations, the Relationship Manager and/or Sales Manager, as relevant, to ensure operational aspects of any new onboarding are communicated and resolved.
- Engages with client to identify unique reporting or operational requirements and documents all new requirements and procedures within the department protocol, escalating areas of concern.
- Responsible for creating and maintaining onboarding cases within the Client Relationship Management system (CRM) once business has been won, presenting upcoming new relationships at meetings and managing all feedback received.
- Assists the Relationship Manager to service existing clients and supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.
- Works directly with clients and other MFS departments regarding cash flow notification, portfolio rebalancing, in-kind transition coordination, reporting requirements (performance, account transactions, market/attribution commentary), compliance reporting and certifications, contract amendments, guideline changes, compliance matters, due diligence, and operational details.
- Communicates any changes or updates to client investments initiated by the client; works with Product Management and Institutional Portfolio Managers and Compliance to implement.
- Assists with the communication and implementation of MFS-driven changes or enhancements to product guidelines and works with the Relationship Manager to prepare for client meetings by providing a status of relationship and updates on completed and ongoing matters.
- Participates in the effort to prepare and finalize portfolio review materials and updates CRM with all client touch points.
- Maintains client records, client contracts, and correspondence in firm databases as required, ensuring work meets department standards and initiates procedures to improve processes and overall quality control.
- Collaborates with the Sales/Relationship Coordinator(s) globally on an as-needed basis, assumes additional responsibilities as requested, and may require occasional business travel.
Qualifications
- Bachelor’s degree or equivalent experience preferred.
- Willingness to complete other studies as regionally required.
- Fluent Spanish required.
- Relevant experience within the financial services industry.
- Exceptional organization skills, ability to work independently as a team player with all levels of the firm.
- Strong attention to detail and commitment to the highest quality standards.
- Excellent written and oral communication, proven project management, analytical skills, strong influencing and negotiation skills.
- Ability to work well with and manage projects & transitions that include representation from individuals at all organizational levels.
- Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.
Benefits & Work Environment
- MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
- Competitive benefits programs, family-friendly policies supporting work-life balance, and policies that support the health and happiness of employees.
Equal Opportunity Employer
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or has otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.
Client Service Manager (Spanish Language required) 12 Month Fixed Term Contract employer: MFS International Australia Pty Ltd
MFS is an exceptional employer that fosters a collaborative and inclusive work culture, offering a hybrid work environment that promotes work-life balance. With competitive benefits and a commitment to employee growth, MFS provides opportunities for professional development while ensuring that all employees feel valued and supported in their roles. The Client Service Manager position not only allows you to engage with clients in meaningful ways but also positions you within a dynamic team dedicated to excellence in the financial services industry.
Contact Details:
MFS International Australia Pty Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Manager (Spanish Language required) 12 Month Fixed Term Contract
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Service Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice your Spanish! Since fluency is a must for this role, brush up on your language skills, especially in a business context. Consider role-playing common client scenarios with a friend to build your confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Service Manager (Spanish Language required) 12 Month Fixed Term Contract
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Service Manager role. Highlight your experience in client onboarding and any relevant financial services background, as this will show us you understand the responsibilities involved.
Show Off Your Spanish Skills:Since fluency in Spanish is a must, don’t forget to showcase your language skills! If you have experience working with Spanish-speaking clients or in Spanish-speaking environments, let us know in your application.
Be Detail-Oriented:We love candidates who pay attention to detail. Make sure your application is free from typos and clearly structured. This reflects your organisational skills, which are crucial for the role!
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to track your application and ensures you’re considered for the role without any hiccups.
How to prepare for a job interview at MFS International Australia Pty Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Service Manager. Familiarise yourself with the onboarding process, contract negotiations, and how to manage client relationships effectively. This will help you answer questions confidently and demonstrate your knowledge.
✨Brush Up on Your Spanish
Since fluency in Spanish is required, practice speaking and writing in Spanish before the interview. Be prepared to answer questions in Spanish or discuss your experience with Spanish-speaking clients. This will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Highlight your exceptional organisational skills during the interview. Prepare examples of how you've managed multiple projects or transitions in the past. Discuss specific tools or methods you use to stay organised, as this is crucial for the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving and negotiation skills. Think of examples from your previous experience where you successfully resolved client issues or navigated complex transitions. This will help you illustrate your ability to handle the challenges of the role.
