Client Services Support - Nordics Wholesale (Located in Copenhagen or Stockholm)

  • Competitive + Bonus
  • Copenhagen, Hovedstaden, Denmark Copenhagen Hovedstaden DK
  • Permanent, Full time
  • Columbia Threadneedle Investments
  • 14 Jun 18 2018-06-14

An opportunity exists to join the EMEA Wholesale Client Services team to support the Sales Process and the relevant Client Service requirements in the Nordic regions. The role is desk based and will involve providing support on both a proactive and reactive basis, responding to client requests, responsible for progressing internal aspects of the Sales Procedure and Wholesale Client Service Procedures.

The role is an integral part of the sales process and involves a variety of activities, including:

• Fund questionnaires from various types of clients and prospects;
• Involvement with legal agreements with potential distributors; Assistance
with Fund presentations for in-house meetings, conferences and roadshows;
• Completion of Distributor Due Diligence questionnaires (3DQ's)
• Attendance at meetings and conference calls with clients, prospects, fund managers, and ratings agencies; Handling telephone and e-mail enquiries from clients and prospects;
• Liaison with the CTI Oversight team re Transfer Agent operational matters, Finance and Legal to facilitiate client take on and maintenance procedures;
Co-ordination and completion of internal activities in support of the Sales team, including client due diligence, share class requests and implementation of procedural controls; Co-ordination of despatch of Fund literature e.g. factsheets, portfolios, commentaries;
• Prompt and accurate response to client requests;
• Arranging meetings, seminar invitations; Occasional attendance at external events on a local and regional basis as required;
• Provision of support to the Business Management Team on an occasional basis. Be aware of all internal Policies and risks that apply to your role and the controls which relate to them;
• Ensure all controls which apply to your role are carried out appropriately and follow and update relevant Procedure documentation; Escalate errors and risks as appropriate.

Required Skills and Experience

• Good communication skills, verbal and written;

• Analytical;

• Planning;

• Technical and time management;

• Strong team player skills

• Attention to detail; with the ability to be focused on satisfying client needs;

• A self-starter with excellent communication skills

• Excellent communication skills in native language (Danish/Swedish) and strong verbal and written English language skills

• In-depth knowledge of the asset management industry and local regulations.

• Good knowledge of investment products

• Good economic knowledge