Job Summary

We are looking for a highly organized and client-focusedClient Service Management Specialist to join our team. This role is essential in supporting day-to-day client operational processes, ensuring high-quality service delivery and strong internal coordination. You will play a key role in managing the end-to-end client lifecycle, maintaining accurate client data, responding to inquiries, and supporting internal tools and systems critical to service excellence.

Following our recent acquisition byBroadridge, a global leader in the financial services industry, we are entering an exciting new phase of growth. We are preparing for new challenges and opportunities while building an even stronger Client Service Management team to support our expanding client base. This is a unique opportunity for someone with a strong operational mindset, attention to detail, and a passion for the financial services industry to grow with us in a dynamic, evolving environment.

Key Responsibilities

Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
Daily monitoring of client mailboxes and timely actioning of client queries
Coordination of task delivery across various servicing teams.
Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
Managing client complaints/issues: documenting, resolving, and escalating when needed
Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
Assist in management of contracts, invoicing details.
Help document SOPs, and training materials for operational tasks
Act as a backup for other team members
Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
Work with marketing or business teams on client communications

Qualifications & Skills

Minimum 3 years of experience in the financial industry, ideally in a client-facing role
Proven experience in B2B client support and relationship management is required
Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
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
Willingness to learn and adapt in a constantly evolving environment

Acolin Fund Services AG remote jobs

Client Service Management Specialist

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