Client Services Sr Associate | Trillion Dollar Global Asset Manager
Responsibilities
- Working closely with sales team to deliver excellent end-to-end service for Institutional (including consultants) and Private Wealth clients in the region and developing and maintaining a strong understanding of client portfolios and service levels.
- Managing, coordinating and responding to incoming client queries, working collaboratively with internal business partners.
- Ensuring all responses to client queries and requests for information are clear, accurate, comprehensive and timely.
- Delivering client communications on regular and key events, working with internal business partners including sales, product, legal and compliance to agree messaging and timing.
- Ensuring Salesforce is updated with all relevant client interaction, alongside proactive communication with sales/ relationship team on issues and developments.
- Maintaining accurate database of client/ portfolio information and documentation for use by the broader business, and maintaining accurate client distribution lists.
- Organise and attend client meetings, prepare review meeting deck.
Qualifications
- Minimum 7+ years of proven experience in client service in the asset management industry, including the institutional and wealth channels.
- BA/BS or equivalent.
- Excellent interpersonal, verbal and written communication skills.
- Ability to work well on teams and in fast-paced, cross-collaborative environments.
- Ability to solve problem independently, think analytically and deliver solutions to complex challenges.
- Detail-oriented, self-starter that can manage multiple tasks at the same time.
- Proficiency in Microsoft Office applications.
FAQs
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