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(ファンドサービス)

このポジションはすでに募集を終了しております。
現在募集中のポジションにつきましては、転職支援サービスにご登録の上、担当コンサルタントまでお問い合わせください。

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
予定年収
別途ご案内致します
予定勤務地
東京
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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