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Client Service Consultant

Join Our Team as a Service Consultant at FE fundinfo in Woking or London!

Are you ready to make a significant impact in the investment management technology and data industry? This is your chance to be part of a dynamic team that is shaping the future of asset management.

At FE fundinfo, you will have the opportunity to work on exciting projects that drive innovation and growth. You will be part of a collaborative environment where your contributions are valued, and you can advance your career through sponsored learning and development opportunities. Our diverse and highly skilled team is committed to making the industry Better Connected and Better Informed.

Your key responsibilities as a Service Consultant will include:

  • Managing and delivering targets for multiple clients independently.
  • Meeting clients’ ongoing maintenance of the funds’ legal offering documents in each market.
  • Managing the publication and filing of clients' fund legal documents as required.
  • Carrying out client requests for access to overseas markets from initial proposal to successful registrations and maintaining the permissions in the market.
  • Managing relationships with clients, raising opportunities and issues to the manager, alongside potential solutions.
  • Working closely with third parties and regulators.

You will need the following experience and skills to join us as a Service Consultant:

  • You must be a client-focused individual.
  • You should have excellent communication skills, both written and verbal.
  • You need the ability to explain complex and technical concepts in a simple and clear way.
  • You will have experience interacting with internal and external stakeholders at all levels.
  • You may have experience in a customer success or client facing project management role, but not essential

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

Our company culture is built on collaboration, innovation, and growth. We offer flexible hours, hybrid work options, and regular team events to foster a supportive and engaging work environment. You will have access to continuous learning opportunities to help you grow both personally and professionally.

Benefits:

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Benefit from enhanced paternity, maternity, and shared parental leave.
  • Secure your future with our pension scheme.
  • Advance your career with sponsored learning and development, including formal qualifications.
  • Private health cover
  • Stay fit with discounted gym memberships.
  • Take advantage of the Bike to Work scheme for eco-friendly commuting.
  • Keep your eyes sharp with eye care and flu jab services.
What You Should Know About Client Service Consultant, FE fundinfo

Join Our Team as a Client Service Consultant at FE fundinfo! Are you ready to make a significant impact in the investment management technology and data industry? This is your chance to be part of a dynamic team that is shaping the future of asset management. At FE fundinfo, you will have the opportunity to work on exciting projects that drive innovation and growth. You will be part of a collaborative environment where your contributions are valued, and you can advance your career through sponsored learning and development opportunities. Your key responsibilities as a Client Service Consultant will include managing and delivering targets for multiple clients independently, ensuring the ongoing maintenance of funds’ legal offering documents, and managing publication and filing requirements. You'll carry out client requests for access to overseas markets from initial proposal to successful registration, while building strong relationships with clients and acting as a point of contact for issues and opportunities. Working closely with third parties and regulators will be vital as well. To thrive in this role, you'll need to be client-focused and have outstanding communication skills, both written and verbal, to convey complex and technical concepts clearly. Experience in a customer-focused or project management role is a plus, but what's most important is your eagerness to support our clients and help make the investment industry Better Connected and Better Informed. With flexible hours, hybrid work options, and plenty of opportunities for personal and professional growth, FE fundinfo truly offers a collaborative culture that values ongoing development and team engagement.

Frequently Asked Questions (FAQs) for Client Service Consultant Role at FE fundinfo
What are the responsibilities of a Client Service Consultant at FE fundinfo?

As a Client Service Consultant at FE fundinfo, you will be responsible for managing multiple client accounts, ensuring their legal offering documents are up-to-date, and handling requests for overseas market access. You will also be expected to maintain effective communication with clients and third parties, ensuring successful resolutions for any issues that arise while identifying new opportunities to enhance client relationships.

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What qualifications do I need to become a Client Service Consultant at FE fundinfo?

To become a Client Service Consultant at FE fundinfo, you'll need strong client-focused skills along with excellent verbal and written communication abilities. While experience in a client-facing project management role is beneficial, it's not essential. The key is your capability to explain complex concepts clearly and your experience working with a diverse range of stakeholders.

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Does FE fundinfo offer career development opportunities for Client Service Consultants?

Absolutely! At FE fundinfo, as a Client Service Consultant, you will have access to continuous learning opportunities, including sponsored development programs that can lead to formal qualifications. Our culture emphasizes growth and support for advancing your career, ensuring you have the resources to succeed.

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What is the work culture like for a Client Service Consultant at FE fundinfo?

The work culture for a Client Service Consultant at FE fundinfo is collaborative and innovative. We pride ourselves on being a diverse and skilled team that values contributions from all members. With flexible hours and hybrid work options, you'll find a supportive environment where you can thrive both personally and professionally.

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What benefits can I expect as a Client Service Consultant at FE fundinfo?

As a Client Service Consultant at FE fundinfo, you can expect a comprehensive benefits package that includes 25 days of annual leave (with the option to buy more), enhanced parental leave, a pension scheme, private health cover, and discounted gym memberships. We also offer opportunities for professional growth and a Bike to Work scheme for eco-friendly commuting, contributing to a well-rounded work-life balance.

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Common Interview Questions for Client Service Consultant
How do you manage multiple client accounts as a Client Service Consultant?

When managing multiple client accounts, it's essential to stay organized and prioritize tasks. Utilize project management tools to log deadlines, communicate clearly with clients, and ensure all legal documents are maintained. Balancing proactive outreach with responsiveness to client needs is key to maintaining strong relationships.

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Can you describe a time you resolved a challenging client issue?

Sharing an example of a challenging client issue requires a focus on your problem-solving skills. Discuss how you identified the problem, engaged relevant stakeholders, communicated with the client throughout the process, and ultimately reached a solution that satisfied both the client and your company's standards.

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How do you ensure compliance with legal regulations when dealing with fund documents?

To ensure compliance, it's crucial to stay updated with industry regulations and legal standards. Regular training, maintaining accurate documentation, and working closely with regulatory bodies will support adherence to compliance requirements. Illustrate your proactive approach to staying informed and your attention to detail.

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What strategies would you use for effective client communication?

For effective client communication, I recommend setting clear expectations, being proactive in updates, and using simple language to explain technical concepts. Use multiple communication channels (email, calls, meetings) appropriately and be sure to listen actively to client concerns and suggestions.

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Why do you want to work as a Client Service Consultant for FE fundinfo?

Express your genuine interest in FE fundinfo by mentioning the company's commitment to innovation in the investment management space. Share how the values of collaboration and development resonate with your career goals and how you see yourself contributing positively to the team.

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Describe your experience with project and account management.

Here you should highlight any past experiences where you've successfully managed client accounts or projects. Point out specific tools you've used and how these experiences have prepared you for the responsibilities you'd handle as a Client Service Consultant at FE fundinfo.

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What skills do you bring to the role of Client Service Consultant?

Discuss a mix of soft and hard skills. Your ability to build relationships, strong organizational skills, and a deep understanding of the investment management process are vital. Providing examples of how you've effectively utilized these skills in past roles will help give a stronger impression.

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How do you handle tight deadlines in client service roles?

Handling tight deadlines involves effective time management and communication. Discuss how you prioritize tasks based on urgency and impact, and how you collaborate with your team to ensure deadlines are met without compromising the quality of work.

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What is your approach to managing client expectations?

Managing client expectations starts with clear communication from the outset. I believe in being transparent about timelines, possible challenges, and delivering on promises consistently. Regular check-ins will also help clarify any expectations and feedback as the project progresses.

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How would you build relationships with new clients?

Building relationships with new clients involves creating a positive first impression, understanding their unique needs, and maintaining open lines of communication. Engaging with them through personalized communication and actively seeking feedback early on establishes trust and rapport.

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Fundinfo is a leading international platform for information and mandatory publications of investment funds. The platform www.fundinfo.com strengthens the network between fund houses, fund distributors and investors, and is recognised by financial...

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Full-time, hybrid
DATE POSTED
April 10, 2025

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