Product Specialist (Prescient Fund Services)
Prescient Fund Services is the leading technology driven Fund Administration Service provider. To support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.
DUTIES & RESPONSIBILITIES
- Be part of the Client Relationship Management Team
- be the conduit for all clients interacting and interfacing between operations and the clients.
- Essential to have knowledge of full product range and service offering, to take responsibility for management of relationships with clients.
- Scope the requirements, identify the core service and value-added services required, present alongside BD in the pitches, get ops agreement on any specific builds or break out and support the BD function in putting forward the best opportunities / proposals for PFS
- Efficient handover to Product Solutions acting as a critical part of the BD team in identifying Client required services and any additional scoping needs –
- Ultimately responsible from supporting the BD initiative until assignment to the PS Manager.
- Interacting function with other PFS departments in identifying, demonstrating / demo-ing, showcasing and winning new opportunities, including understanding what the core and value-added services required.
- Maintain a detailed knowledge of the operational environment for the purposes of supporting the qualification and winning of opportunities as they pertain to core and value-added services.
- To engage, assist and run with all new client take ons, handing over to the Operational Product Solutions/ Implementation Team by creating and maintaining core product principle-based checklists with assignment and handover
- Be responsible for any misinterpreted opportunities handed over into operations.
- The Business Development Specialist is a Subject Matter Expert in Prescient Fund Services Group products and services.
- To develop, work on and roll out the project list as directed by the strategic initiatives as directed
- Relationship building internally, able to positively influence all relevant stakeholders.
- To be responsible for all new prospect and client discussions, to scope, to document and to agree to hand over into the operational environment.
- Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders
- Have regular catch ups with the key staff in sharing focus and client strategy.
- On at least a weekly basis communicate into operations using Salesforce and email communication protocols of worked on opportunities.
REQUIRED EXPERIENCE
- Strong technical Fund Accounting / Investment operations experience where you have gained solid product experience and knowledge of a range of funds including CIS, Segregated funds, ETFs, Hedge funds. Min. 4 years relevant experience required.
- Project management experienced gained in Fund Services environment
- Experience in engaging with clients
- Suited to someone used to working in small, high-performance teams and dealing with multiple issues at once, to a prioritisation queue.
REQUIRED QUALIFICATIONS
- Relevant Degree / Honours Degree (Investments, Finance, Commerce) required
KEY COMPETENCIES
- Positive, collaborative team player
- Strong attention to detail
- Able to act decisively and work under pressure
- Strong relationship building skills, natural networking ability
- Trustworthy and reliable
- Strong communication skills both verbal and written
- Strong commercial and business acumen
WHY THIS ROLE?
This is an exciting newly created position in the Business Development and Client Management team for a Subject Matter Expert in all Prescient Fund Services Group products and services. This role will see you support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment.
INTERESTED? APPLY NOW
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Product Specialist (Prescient Fund Services)
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