Funds Reporting Consultant
- Job Ref: 4807
- Location: London, United Kingdom
- Type: Permanent
? Take personal responsibility for achieving the agreed billable hours
target, ensuring you have a sufficient pipeline of client work.
? Provide high quality advice and support to clients on all fund
reporting matters. You may also be required to assist with other
regulatory compliance matters, which may include:
o conducting regulatory reviews
o delivering training sessions and workshops for compliance
staff and senior management
o assisting with authorisations
o drafting policies and procedures
o responding to ad-hoc and routine regulatory queries.
? Act as the main point of contact for a portfolio of clients, including:
o responding to all queries, managing client expectations
and delegating work, where necessary
o reviewing the work of colleagues and providing
o ensuring accurate invoicing, timely payment and assisting
the Finance team in resolving any queries
o dealing with any complaints quickly and effectively.
? Actively partner with global sector teams to support and deliver on
shared projects and responsibilities, where required.
? Adhere to the firm’s Quality Assurance Framework prior to
submission to the client.
? Accurately record all client time in the CRM system.
? Ensure all client files are in good order and details of relevant
contacts are updated in the CRM system.
? Take personal responsibility for achieving the agreed sales credit
? Build and maintain professional working relationships with clients,
trade bodies and the regulator(s).
? Actively seek to increase Bovill’s pipeline by targeting new clients,
as well as leveraging existing client relationships to maximise
opportunities for up-selling and cross-selling.
? Prepare well-presented, accurately priced proposals and present
these to prospective clients.
? Represent the firm at industry events, promoting the Bovill brand.