金融機関/金融プロフェッショナルの転職・求人

[募集終了]Lead Client Service Representative

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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 and Inquiry Response :
・Work independently to respond to all client inquiries on a daily basis including the most complex and escalated issues and own resolution
・Maintain relationship objectives, developing a proactive relationship and service plan to ensure an exceptional value-added service to clients
・Maintain a strong knowledge of our company's departments, systems and services across all products and businesses
・Introduce and familiarize clients to new technology, automation tools and our Worldview systems
・Participate in the coordination of new business and product implementations, conversations and special projects as required

Service Improvement:
・Understand the way in which our company and our clients operate to be able to suggest and implement changes
・Maintain a strong knowledge of industry initiatives to help anticipate future client requests
・Identify ways to improve productivity and efficiency within the team

Risk Management and Control:
・Adhere to and assist in implementing all risk policies and procedures
・Monitor receipt of all client documentation

Communication:
・Represent the department in cross office meetings
・Communicate deliverables and action items from these meetings to the Client Service Manager and Team Leaders/Supervisors
必要経験
・Minimum of 3 to 5 years of global custody and/or financial services industry experience
・Project management skills and experience
・Excellent written and verbal communication skills both in English and Japanese
・Excellent problem-solving skills
・Knowledge of domiciled funds is a plus
・Team Player
予定年収
別途ご案内致します
予定勤務地
東京都港区
企業名
社名非公開 : 有力外資金融機関
企業の特徴
「プライベート・バンキング」、「インベストメント・マネジメント」、「インベスター・サービス」の主要事業で、全世界の顧客にサービスを提供している金融機関
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