Client Services Associate

Primary Responsibilities:

1. Client Interaction:

• Collaborate with the Client Services Team to address all client calls and emails promptly.
• Provide requested information or direct inquiries to the appropriate personnel efficiently.

1. Operations and Transactions:

• Manage client account transactions, including processing deposits and withdrawals.
• Acknowledge client requests and ensure timely follow-up.
• Prepare and review daily transaction reports.
• Assist in the preparation and review of month-end and quarter-end payments.

1. Team Support:

• Offer support to the Institutional Relationships and Finance & Administration Teams.

Qualifications:

1.     Educational Background:

o   Bachelor’s degree or equivalent experience.

2.     Professional Experience:

o   5-10 years of exemplary experience in customer or client services.

o   Proven knowledge and experience in financial and investment services.

3.     Communication Skills:

o   Superior written and oral communication abilities.

4.     Team Collaboration:

o   Strong capability to work collaboratively within a team and manage multiple projects and priorities.

5.     Self-Motivation:

o   Highly self-driven and capable of thriving in a hybrid work environment with regular use of communication technology.

6.     Technical Proficiency:

o   Expertise in using Pivot Tables and Vlookups.