Client Services Manager
18 hours ago
AIA Investment Management Private Limited is seeking a highly skilled and experienced Client Services Assistant Manager to join our team. As a key member of our client services team, you will play a critical role in providing exceptional support to our clients and prospects.
Key Responsibilities:- Provide day-to-day servicing support to clients, including coordination of client meetings and visits, planning portfolio reviews, and managing client data maintenance.
- Support the client services scope of onboarding new clients and new funds/portfolios of existing clients, including organization of due diligence visits and responding to questionnaires.
- Administer and manage the Client Services application (CRM), team mailbox, and access administration.
- Provide excellent customer service to all clients through inbound and outbound calls, chats, and CRM cases.
- Degree in business or a related field and/or a professional designation such as CFA, would be a distinct advantage.
- Minimum of 5 years of experience in the asset management industry, with at least 3 years directly related to client servicing/product development/performance/investment management.
- Strong knowledge of financial industry with good experience across asset classes.
- Good understanding of client onboarding processes in an asset management business.
- Has passion for providing excellent Customer Service.
- Excellent listening and strong communication skills both verbal and written.
- Excellent interpersonal skills.
- Experienced in working collaboratively in teams and capable of working across a variety of organizational dimensions and capable of managing across a diversity of disciplines and cultures.
- Comfortable dealing with senior individuals and management across functions.
- Ability to understand and resolve or raise issues appropriately.
- Strong attention to detail and organisation skills.
- Highly motivated, self-starter with the ability to work independently in a dynamic environment.
- Ability to take ownership of set tasks & targets.
- Results driven with a strong commitment to completing tasks within deadlines.
- Capable of multitasking and meeting deadlines in a dynamic environment.
- Ability to balance competing priorities in the best interest of the clients and AIAIM.
- Able to work as part of a team and independently when necessary.
AIA Investment Management Private Limited is an equal opportunities employer and welcomes applications from all qualified candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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