Client Servicing Analyst- Asset Management
6 days ago
Key Responsibilities
Client Interaction: Serve as the primary point of contact for clients, addressing inquiries and providing timely information regarding their accounts and services.
Account Management: Monitor client accounts, ensuring accuracy and compliance with company policies and regulatory requirements.
Relationship Building: Develop and maintain strong relationships with clients, understanding their investment goals and providing tailored solutions.
Reporting: Prepare and present regular reports on client activities, performance, and feedback to management.
Sales Support: Assist in identifying sales opportunities and support the sales team in client presentations and follow-ups.
Continuous Improvement: Provide feedback on processes and suggest improvements to enhance client satisfaction and operational efficiency.
Qualifications
Education: Bachelor’s degree in finance, business, or a related field.
Experience: 1-2 years of experience in client service or a related role within the financial services industry; experience in asset management is a plus.
Skills:
Strong interpersonal and communication skills.
Excellent problem-solving abilities and attention to detail.
Proficient in Microsoft Office Suite and CRM software.
Attributes:
Client-focused mindset with a passion for delivering outstanding service.
Ability to work both independently and as part of a team.
Willingness to learn and adapt in a fast-paced environment.
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