We’re seeking a future team member for the role of Specialist, Client Service to join our Client Solutions Group. This role is located in Pune.
In this role, you’ll make an impact in the following ways:
- The Client Solutions Group (CSG) includes Client Directors, Solution Designers, Client Service and Fixed Income Investment Specialist Teams, working together to provide a range of segregated and pooled fund clients a best in class client experience. This role would require managing multiple sub-teams/ functions who will be responsible to work on a range of functionally aligned tasks in support of the Client Solutions Group. The tasks will include managing client instruction mailbox, production of bespoke client specific reporting for onward delivery to London, periodic KYC reviews, internal reporting to CSG and SalesForce / SharePoint client platform maintenance.
- Collation and production of a suite of internal MIS. Manage the performance of assigned staff and monitoring day to day operations for the Client Solutions Group in India.
- Contribute to strengthening internal controls and operating protocols through collaboration, oversight and continuous improvement ideas.
- Serve as an escalation/ key point of contact for the onshore CSG team and staff responding to complex client and operational issues.
Contribute to complex/ critical tasks while reviewing and approving tasks where required.
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To be successful in this role, we’re seeking the following:
- Bachelor's degree is required.
- 2+ years of experience in client services is highly preferred
- This role will support CSG across a range of client types (direct, pooled IMA and segregated). A knowledge of institutional asset management would be ideal. There will be no direct client contact at outset but an understanding of the role of transfer agent, consultant, custodian and other third parties would be valuable context.
- Given the nature of business, the ideal candidate would have the passion for client service, a keen eye for detail and proactive approach to improving processes in a growing organization.
- The candidate should be a self-starter, ability to multi-task, have good communication and written skills, have the ability to facilitate change, and work with all levels of management.
- Proactive, result-oriented, high integrity and be able to work independently with minimal supervision
- Good communication skills – written and oral
- Ability to prioritize across diverse deliverables and independently manage oversight of smaller functions
- Ability to independently manage people and projects, lead change and help in seamless implementation
- Excellent Excel skills and ability to manage various MI requirements for the team
