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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within the investment funds sector, ensuring compliance with regulatory frameworks such as AIFMD, UCITS, and MiFID. Proficient in leveraging Salesforce for client data management and enhancing service delivery through effective collaboration and process improvement.
Highest-signal resume keywords
Client Relationship ManagementRegulatory Knowledge (AIFMD, UCITS, MiFID)Salesforce ProficiencyPresentation SkillsInvestment Funds Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementRegulatory ComplianceSalesforceFinancial AnalysisProject Management
Soft Skills
CollaborationProblem-SolvingCommunicationPresentationStakeholder Engagement
Tools & Technologies
MS Office (Word, Excel, PowerPoint)
Industry Keywords
Investment FundsClient ServicingGovernance StandardsOperational EffectivenessContractual Obligations
About the role
Key responsibilities & impact- Own and manage client relationships, ensuring clients are satisfied with the quality of service delivered across all relevant Waystone group entities
- Act as the primary point of coordination and escalation for clients, maintaining strong engagement with Investment Managers, Fund Boards, and key service providers (Fund Administrators, Depositaries, Auditors, and Legal Advisors).
- Represent Waystone at Board meetings, delivering clear and professional reporting, ensuring all Waystone-related matters are appropriately addressed, and maintaining strong governance standards.
- Maintain ongoing oversight of assigned clients to ensure:
- Operational effectiveness and service quality
- Commercial viability and profitability of relationships
- Timely delivery of contractual and regulatory obligations
- Proactively identify and act on cross-sell and upsell opportunities, leveraging knowledge of the full Waystone product suite to enhance client value and deepen relationships.
- Develop, maintain, and regularly update formal account plans for each client, ensuring a clear understanding of client strategy, priorities, risks, and growth opportunities.
- Ensure all relevant client data, interactions, opportunities, and relationship insights are accurately recorded and maintained in Salesforce, supporting transparency, pipeline management, and internal coordination.
- Promote effective collaboration across internal teams, ensuring a coordinated and responsive approach to client needs
- Work closely with internal stakeholders (Designated Persons, Compliance, Risk, Operations, Onboarding and Product teams) to:
- Resolve issues efficiently
- Deliver consistent service standards
- Coordinate project and change initiatives
- Monitor and manage all relationship issues and risks, ensuring timely escalation where appropriate and driving resolution, while capturing lessons learned to improve processes.
- Identify opportunities to enhance processes and procedures and participate in implementation of improvements
- Maintain a strong working knowledge of applicable regulatory frameworks (including AIFMD, UCITS, and MiFID) and ensure that client servicing is aligned with evolving regulatory requirements.
- Lead/support projects relating to implementation of regulatory and business changes within the RM team, working collaboratively with internal teams to ensure effective delivery.
- Act as a Director on client funds where requested
Requirements
What you’ll need- Minimum 8 years’ experience in an investment funds environment;
- Knowledge of regulations including AIFMD UCITS and MiFID (if applicable);
- Client facing background with presentation skills;
- Strong academic background including a Degree in Finance/Business/Economics or related field;
- Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.),
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Waystone Website LinkedIn All Job Openings 1001 - 5000 employees Founded 2000 💸 Finance 📋 Compliance Finance
- Compliance
- Investment Waystone is a leading provider of specialized services to the global asset management industry, particularly focusing on fund management and administrative solutions. They offer a comprehensive range of services, including risk management, regulatory compliance, and investment servicing tailored to meet complex client needs. Waystone operates as an authorized corporate director and provides ESG solutions, ensuring that their clients can navigate the evolving regulatory landscape effectively. Associate Director – Relationship Management 🔥 1 hour ago 🏢🏡 Cashel – Hybrid ⏰ Full Time 🟠 Senior 👔 Director Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Own and manage client relationships, ensuring clients are satisfied with the quality of service delivered across all relevant Waystone group entities
- Act as the primary point of coordination and escalation for clients, maintaining strong engagement with Investment Managers, Fund Boards, and key service providers (Fund Administrators, Depositaries, Auditors, and Legal Advisors).
- Represent Waystone at Board meetings, delivering clear and professional reporting, ensuring all Waystone-related matters are appropriately addressed, and maintaining strong governance standards.
- Maintain ongoing oversight of assigned clients to ensure:
- Operational effectiveness and service quality
- Commercial viability and profitability of relationships
- Timely delivery of contractual and regulatory obligations
- Proactively identify and act on cross-sell and upsell opportunities, leveraging knowledge of the full Waystone product suite to enhance client value and deepen relationships.
- Develop, maintain, and regularly update formal account plans for each client, ensuring a clear understanding of client strategy, priorities, risks, and growth opportunities.
- Ensure all relevant client data, interactions, opportunities, and relationship insights are accurately recorded and maintained in Salesforce, supporting transparency, pipeline management, and internal coordination.
- Promote effective collaboration across internal teams, ensuring a coordinated and responsive approach to client needs
- Work closely with internal stakeholders (Designated Persons, Compliance, Risk, Operations, Onboarding and Product teams) to:
- Resolve issues efficiently
- Deliver consistent service standards
- Coordinate project and change initiatives
- Monitor and manage all relationship issues and risks, ensuring timely escalation where appropriate and driving resolution, while capturing lessons learned to improve processes.
- Identify opportunities to enhance processes and procedures and participate in implementation of improvements
- Maintain a strong working knowledge of applicable regulatory frameworks (including AIFMD, UCITS, and MiFID) and ensure that client servicing is aligned with evolving regulatory requirements.
- Lead/support projects relating to implementation of regulatory and business changes within the RM team, working collaboratively with internal teams to ensure effective delivery.
- Act as a Director on client funds where requested 🎯 Requirements
- Minimum 8 years’ experience in an investment funds environment;
- Knowledge of regulations including AIFMD UCITS and MiFID (if applicable);
- Client facing background with presentation skills;
- Strong academic background including a Degree in Finance/Business/Economics or related field;
- Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.), Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs