Client Service Management Specialist

We are looking for a Client Service Management Specialist to join our team, supporting day-to-day client operational processes and ensuring high-quality service delivery. This role is essential in managing the end-to-end client lifecycle, maintaining accurate client data, and responding to inquiries.

Requirements

• Minimum 3 years of experience in the financial industry, ideally in a client-facing role
• Proven experience in B2B client support and relationship management
• Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
• Excellent attention to detail and a high degree of accuracy when working with data
• Customer-centric approach with strong communication and interpersonal skills
• Proactive problem-solver who takes initiative and ownership of tasks
• Ability to work independently and as part of a cross-functional team
• Fluency in English (written and verbal) — additional languages are a plus