Client Services Associate

Description:

Step into the role of a Client Service Maestro, overseeing multiple clients and ensuring exceptional Transfer Agency services within our dynamic department. Contribute to third-party fund administration for diverse fund management companies.

Embark on a journey with a globally renowned financial institution, dedicated to fiduciary principles and cutting-edge technology, distinguishing us as leaders in asset servicing, investment management, and wealth services for a diverse clientele.

Client Service Requirements:

• Transfer Agency operational experience.
• Previous people and change management skills.
• Proven track record in client relationship management.
• Knowledge of Transfer Agency industry and regulations.
• Strong verbal reasoning and numeric skills.
• Proficient in keyboard skills and quick system adaptation.
• Thrives under pressure, meeting tight deadlines.
• Effective planning, organizational, and problem-solving skills.
• Adaptable and flexible work approach.
• Independently addresses complex issues promptly.
• Initiative in building effective stakeholder relationships.

Your responsibilities:

• Review and approve Administration Reports.
• Participate in service calls led by RM and/or CSDM.
• Attend client meetings with relevant operational representatives.
• Create presentations for operational or due diligence meetings.
• Vet incident reports before releasing them to RM's/Clients, ensuring all items are added to daily client incident logs (TA Dashboard and GFS).
• Manage client issues for appropriate resolution, liaising regularly with Global Relationship Managers and other Operational Managers for a seamless service.
• Ensure prompt and professional handling of partner and client interactions.
• Exhibit client servicing skills in all interactions and maintain a positive demeanour.
• Escalate items to functional Team Leaders, Manager, CSDM, and/or RM as needed.
• Aim for first-contact resolution on all incoming queries.
• Respond accurately, completely, and promptly to incoming inquiries (via phone, email, workflow, etc.).