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.).