Client Senior Service Specialist

Allfunds is a leading global dealing and distribution platform in the wealth management industry. Distinguished by its buy-free model, the breadth of its distribution network, strong global and local execution capabilities, and value-added services, Allfunds has a longstanding track record of delivering growth, with AuA at a historic high of €1.76 trillion (as of 31 December 2025). Allfunds seamlessly connects end-to-end over 1,450 fund partners and more than 900 distributors across 66 countries. Channeling savings into investments, Allfunds offers a comprehensive suite of products including mutual funds, ETFs, and alternatives on a scalable technology platform. Allfunds has 17 offices in major financial hubs across four continents including Bogotá, Dubai, Hong Kong, London, Luxembourg, Madrid, Miami, Milan, Paris, Santiago, São Paulo, Shanghai, Singapore, Stockholm, Valencia, Warsaw, and Zurich. Allfunds is a truly global business with more than 1,000 employees and a culture of innovation and entrepreneurship. If you're adaptable, open to new opportunities, and enjoy working with diverse teams, Allfunds is the right place for you.

Key Responsibilities

• Relationship Management & Post-Onboarding Support
  Main Point of Contact: Serve as the dedicated operational contact for institutional clients following their onboarding.
  Client Retention: Build and maintain strong relationships to ensure client satisfaction and long-term revenue stability.
  Reviews & Meetings: Lead regular operational reviews, SLA assessments, and client workshops to strengthen collaboration.
• Client Onboarding & Asset Migration Implementation Support: Partner with Sales and Compliance during scoping, setup, and configuration for new clients.
  Asset Migration: Manage the transfer of complex portfolios and fund shares into the Allfunds ecosystem.
  Due Diligence: Guide clients through platform training, operational due diligence, and KYC/AML documentation processes.
• Operational Support & Problem Resolution Issue Escalation: Oversee and resolve daily operational challenges, including trading anomalies, settlement breaks, and data discrepancies.
  Stakeholder Coordination: Collaborate with IT, Transfer Agencies, Fund Operations, Compliance, and Treasury to address complex queries.
• Process Improvement & Reporting Performance Reporting: Deliver transparent operational reports and KPI dashboards to clients and internal stakeholders.
  System Testing: Participate in user acceptance testing (UAT) to enhance client interfaces and platform tools.

What We Believe In

All for Excellence We bring together our expertise, experience, and passion to deliver excellence in everything we do. By holding ourselves to the highest standards, we ensure that our clients, employees, and partners can always rely on us.

All for Accountability We take ownership of our actions and decisions, acting with transparency, integrity, and responsibility towards our colleagues, clients, and the communities we serve.

All for Empowerment We continuously evolve our tools, services, and ways of working to empower our clients and people, helping them succeed with confidence and efficiency.

All for Inspiration People are our driving force. We are committed to supporting their growth, understanding their needs, and inspiring them to achieve their goals and reach their full potential.

Diversity, Equity & Inclusion

At Allfunds, Human Capital is at the heart of our strategy, our success, and our ESG commitments. We believe that fostering a diverse, equitable, and inclusive workplace strengthens our business and enables our people to thrive.

Diversity We value the unique backgrounds, experiences, perspectives, and characteristics that make each individual different and contribute to a richer, more innovative workplace.

Equity We are committed to ensuring fair treatment, equal opportunities, and access to growth and development for all employees through inclusive policies and practices.

Inclusion We foster an environment where everyone feels welcomed, respected, supported, and valued, and where every individual can contribute authentically and perform at their best.

Together, Diversity, Equity and Inclusion help us build a workplace where everyone has the opportunity to grow, succeed, and make a meaningful impact.

Join a global team driven by innovation, collaboration, and continuous growth. If you're looking for an environment where your ideas matter, your development is supported, and your work creates impact, explore our opportunities and discover where a career at Allfunds can take you.