Client Service Manager working with assigned Client Managers to maintain and grow existing Small Group business. Ensuring positive account relationships and effective communication with clients and internal teams.
About the role
- Senior Client Services Associate assisting with Transfer Agency tasks for clients based in the USA. Collaborating with service providers and maintaining relationships with internal and external clients.
Responsibilities
- Assist with a wide range of Transfer Agency related tasks to a portfolio of clients based in USA
- Process investor transactions and perform account maintenance for investors
- Attend to day-to-day queries and issues
- Assist in preparing monthly statistics/KPI for Senior Management
- Interact closely with several service providers and transaction counterparties
- Maintain positive and productive working relationships with internal and external clients
- Comply with company policies and procedures and adherence with relevant administration procedure manuals
- Participate in ad hoc projects or matters
Requirements
- At least 3 years’ work experience in a similar sector
- Good communication and organisational skills to meet tight deadlines
- Proactive and flexible with a client-oriented attitude
- Excellent MS office skills (Word, Excel and Outlook)
- Capability to multi-task and work under tight deadlines
- Methodical approach with attention to detail
- Quick learning ability to new systems and operational procedures
- Ability to solve problems and work independently and as a member of a team
- Previous working knowledge in transfer agency systems would be an added advantage
- Able to work Pacific Standard Time (PST) hours
Benefits
- Flexible hybrid working arrangement
- Probation leave
- Medical Scheme
- Sponsored ACCA and ICSA
- Study/Examination Leave
- Pension Scheme
- Group Personal Accident
- Death & Disability Cover
- Excellent job exposure and career prospects
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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