Client Senior Service Specialist

About us

Looking for your next challenge? Allfunds (AMS: ALLFG) is a fast-paced, dynamic, Wealthtech leader with 17* offices around the globe and our employees are the best at what they do. We have a relentless passion for quality and a drive to keep ahead of the competition. We also have a strong business foundation built by experts over 20 + years ago, with the flexibility and agility of start-up. As a Wealthtech, Allfunds blends our wealth management expertise with the innovation and creativity of a fintech. We have over €1.7 trillion assets under administration and are the leading B2B platforms for the fund industry. We built and continue to evolve a digital ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data analytics, regulatory solutions, ESG tools, blockchain, and alternative investments. Founded in Madrid in 2000, Allfunds offers international opportunities, a commitment to work-life balance, competitive benefits packages including flexible holidays, and continued training and development. This is under-pinned by our values to have a positive social impact on the markets in which operate. If you are open to new prospects, an adaptable professional, and enjoy collaborating with diverse and inclusive people, then Allfunds is the place for you.

*Brazil, Chile, Colombia, France, Hong Kong, Italy, Luxembourg, Miami, Poland, Shanghái, Singapore, Spain (Madrid/Valencia), Sweden, Switzerland, United Arab Emirates and United Kingdom.

Our purpose

Our purpose is to transform the WealthTech industry. Allfunds. is achieving this through a deep commitment to quality and outstanding human capital, by providing the best service for our clients, and by creating value for all our stakeholders. For our employees.

We believe that our people’s talent is what creates our world-class service. Allfunds' employees are high performers and team players who live our core values. We encourage them to grow professionally and personally, and to stretch themselves to achieve their goals.

What you will find when working at Allfunds

We believe in:

• All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees, and partners can count on us for the best services.

• All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.

• All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.

• All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, accompany them on their journey, and inspire them to reach their dreams.

If you believe you match these values, we look forward to meeting you.

Diversity, Equity and Inclusion

For Allfunds, Human Capital is at the heart of the company’s strategy and results, as well as part of our ESG strategy. DEI, represents the acronym of Diversity, Equity and Inclusion and how we understand it within our group. For Diversity Allfunds includes ways in which people differ, encompassing the different characteristics that make one individual different from another. For Equity Allfunds encompasses the policies and practices used to ensure fair treatment, opportunity, and advancement for all employees. For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued.

Through DEI, Allfunds fosters a culture that recognizes and minimizes bias.

Sounds interesting? Please take a closer look...

Client Services Role – Allfunds

The Client Services function on the Allfunds serves as the primary operational and relationship bridge between the B2B wealthtech ecosystem and its institutional clients, including asset managers, wealth managers, private banks, and distributors. The overarching goal is to deliver seamless fund execution, efficient onboarding, and consistent operational support.

Key Responsibilities

1. 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.

2. 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.

3. 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.

4. 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.