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Lead Client Service Representative
2 weeks ago
We are looking for a Lead Client Service Representative to join our Portfolio Administration / Global Client Service Support Asia team in Singapore.
The position will be responsible for for coordinating Institutional Separate Accounts Events such as account openings, closures, transfers in kind, etc.
and performing multiple client specific, external facing tasks and delivering service to a variety of external/internal clients and business partners including external Client, Administrator, Custodian, Portfolio Management, Sales/Marketing, Trading, Performance and Client ServicesWhat are the ongoing responsibilities of this position?
Events (Portfolio Administration)- Actively plan, lead and participate in PA Events, including review of Investment Management Agreements and other documentations as needed- Provide guidance for less experienced specialists and make critical judgements and decisions that shape the operational support required for new institutional accounts, account set up and other parts of the event as defined by Investment Management Agreement documents and onboarding discussions.
Events (Global Client Service Support Asia)- Actively plan, lead and participate in account events on behalf of Global Client Service Support Asia, including review of Investment Management Agreements and other documentations as needed- Put together reporting matrix and obtain signoffs from internal teams as defined by Investment Management Agreement documents and onboarding discussions- Understand end to end data sources for Client reports, partner with Internal/External Clients, FTS Business Units, Performance, Risk, Compliance, Commentary,..
Others- Contribute to continuous improvement for the department in areas such as faster turnaround query resolution time, streamlined workflows and processes, quality of responses to Clients/business partners,.etc.
What qualifications, skills and experience would help someone to be successful?- Bachelor's Degree preferred in Business, Accounting, Finance or other equivalent qualifications- Minimum 7 years of investment management industry experience in asset management, private wealth division, investment banks or other equivalent financial services firms- Strong communication (verbal and written) skills in English is a must; proficiency in Chinese will be highly preferred.- Familiar with in Portfolio accounting systems (SimCorp Dimension).
MID_SENIO
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