Partnership Servicing Consultant

3 weeks ago

Chicago, United States Spectraforce Technologies Full time
Title: Partnership Servicing Consultant
Duration: 2months
Location: Hybrid Chicago, IL

Description
The Partnership Services Group provides a third-party fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations, and statements. The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions.

The primary responsibility of this Consultant role is to support a team of Senior Analysts, Team Leads and Mangers within the Partnerships Services team. The Consultant will report to a manager and learn leadership responsibilities in addition to assisting with projects, quality review, metrics and data mining. The Consultant will also lead initiatives and will have familiarity with fund information and learn client bespoke processes. The Consultant work closely with Client Service Managers and PSG leadership team on client escalations, quality control, processes and SLA updates or overall client strategy requests and will be the operational expert in which they will be asked to join those meetings.

The key responsibilities of the role include:
  • Works closely with the business including other Business Process Analysts, CSMs, and India to identify and address inefficiencies, control gaps and enhance client deliverables.
  • Comfortable joining meetings, calls in the absence of TLs on PS relative matters.
  • Be the operational expert on escalations, process changes, fund level knowledge and impacts across other business groups.
  • Assist team with investigating and resolving inquiries and exceptions; serve as a subject matter expert for the team and business unit.
  • Close procedural gaps and enhance education across peer group.
  • A keen eye to quality and understands when to escalate an issues.
  • Participates or leads efforts that impact a functional process, task or deliverable within a BAU team or across teams.
  • Effective communicator can tell a story either verbally or through presentation format.
  • Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.
  • Assist in training initiatives for the team.
  • Documents changes to internal processes and communicates to PS about those change.

Qualifications
The successful candidate will benefit from having:
  • A College or University degree and/or relevant work experience is required.
  • 3-5 Years Industry experience or relevant senior client servicing role.
  • Strong leadership skills, able to influence others and educate along the way.
  • Excellent oral and written communication skills either verbally or through presentation format.
  • Expert fund level knowledge, processes, clients, investor types and systems (HedgeTek, WCM, GCM, AG, etc.).
  • Able to research and resolve issues independently and assist with escalated client issues and client responses.
  • Able to work effectively with other partner areas to identify and address process inefficiencies, control gaps, and enhance client deliverables to meet client needs.
  • Experience leading team projects and create and enhance procedures for the team.
  • Ability to perform independently with limited supervision, guides peers, consults with clients, assists in solving complex issues for clients and team
  • Strong time management, setting priorities and manage deadlines, escalating issues.
  • Proficiency in Excel, PowerPoint, JIRA, SharePoint and data mining.
Recommended/Requested Skillset:
  • Investor or client servicing either through email or call center.
  • Keen eye for quality control
  • Critical thinking skills - must see big picture and asks questions.
  • Strong email / written communication skills
  • Has worked in an SLA environment.
  • Excellent research and communication skills
  • Has processed on multiples systems. Familiar with cash or data entry systems, workflow/case management, registers, outlook (Dynamics)
  • Client or investor facing roles.
  • Worked in high standard metric /quality rated environment.

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