Alternative Client Services- Global Trillion Dollar Asset Manager
Location: Australia
Client Services is integral to ensuring client satisfaction and supporting business operations. This role involves daily client interactions, collaborating with internal teams, and working closely with sales to deliver an exceptional client experience.
Key Responsibilities:
- Partner with the sales team to provide comprehensive service to Institutional and Private Wealth clients.
- Manage and respond to client queries, coordinating with internal teams such as reporting, sales, product, legal, compliance, and operations.
- Ensure all client communications are clear, accurate, and timely.
- Collaborate with the Client Transitions team to facilitate smooth onboarding and offboarding of clients.
- Deliver regular client communications, including reports, personnel changes, and organizational updates.
- Maintain and update client interactions in Salesforce, ensuring proactive communication with the sales team.
- Oversee the distribution of client reports, working with the Client Information Delivery team.
- Address client requests in collaboration with Private Fund Services teams in the US and EMEA.
- Maintain accurate client and portfolio information databases.
- Organize and attend client meetings, preparing necessary materials.
Job Requirements:
- 5+ years of experience in client service within the asset management industry, covering institutional and wealth channels.
- Bachelor's degree or equivalent.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to work effectively in teams and fast-paced, collaborative environments.
- Strong problem-solving skills, with the ability to think analytically and deliver solutions to complex challenges.
- Detail-oriented and capable of managing multiple tasks simultaneously.
- Proficiency in Microsoft Office applications.
