Client Service Officer

Finance Business Support Client Service Officer Marktconform Junior, Medior Rotterdam As a Client Service Officer at Robeco, you coordinate fund client onboarding, manage day-to-day enquiries, align with Sales/Account Management, oversee third-party providers, and improve servicing processes, controls and the overall client experience globally. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid ✨ AI-Enhanced Client Service Officer Role Purpose Provide responsive, accurate client support by managing enquiries, resolving issues, and coordinating internal teams to deliver high-quality service and maintain strong client relationships. Core Responsibilities - Handle client enquiries via phone, email, and in-person channels; provide timely updates and resolutions. - Process client requests, service orders, and documentation with a strong focus on accuracy and compliance. - Maintain and update client records in CRM and internal systems; ensure data integrity. - Investigate complaints, identify root causes, and implement solutions or escalate appropriately. - Coordinate with operations, sales, and other stakeholders to meet service targets and deadlines. - Monitor service performance, track cases, and prepare basic reports on trends and outcomes. - Support onboarding of new clients and communicate service processes, policies, and timelines. Required Skills and Qualifications - Proven customer service or client support experience in a fast-paced environment. - Strong communication skills, including professional written correspondence. - Ability to manage multiple tasks, prioritize effectively, and meet SLAs. - High attention to detail, problem-solving ability, and sound judgment. - Proficiency with CRM tools, email, and Microsoft Office or equivalent productivity suites. - Strong teamwork, confidentiality, and a client-first mindset. Global Client Onboarding & Services - Client ...