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Lead Client Service Representative（ファンドサービス） [ID:37665]
- 想定年収
- 別途ご案内致します
- 仕事内容
- This job is a senior position and technical resource within the Client Service Team that works independently to service relationships to ensure an exceptional level of client service is met.
This role supports clients under less direction from the Client Service Team Leader, works on cross client projects and other business initiatives while acting as an escalation point for resolution of issues by other team members.
Client Servicing
・Field and respond to client inquiries and escalated issues and serve as the point person for key client contacts
・Work effectively with internal teams to prioritize client requests, deliverables and issue resolution
・Oversee activities of assigned client relationships and accounts to ensure client satisfaction
・Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverables
・Identify ways to improve productivity and efficiency
・Introduce and familiarize clients with new technology, automation tools and product
・Coordinate and participate in client meetings
・Participate in intra/inter-departmental projects and initiatives
Risk Management and Control
・Ensure adherence to all established procedures, controls, and best practices
・Oversee the day to day activities of the team to ensure inquiries and deliverables are handled timely and accurately
・Ensure all client documentation is updated and archived
・Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships
Leadership/People Management
・Oversee the day to day activities of direct reports
・Provide ongoing feedback and coaching to staffs to improve individual and team performance
・Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks - 必要経験
- Education/Experience
・BA/BS degree
・3 to 5 years of financial industry experience (client servicing focused environment is preferred)
Skills
・Strong verbal and written communication skills both in Japanese and English
・Strong attention to details
・Ability to multitask, prioritize assignments and work quickly and accurately
・Ability to work in a collaborative environment Ability to build and maintain internal and external client relationships
・Ability to learn and adapt to new technologies and systems
Knowledge
・Understanding of financial instruments
・Understanding of fund services, Japanese client nuances and business structures
・Fund accounting knowledge is preferred
・Comprehensive working knowledge of Microsoft Office Products - 予定勤務地
- 東京
- 企業名
- 社名非公開：有力外資金融機関
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