Client Service Specialist
2 weeks ago
- Support existing client services and sales support infrastructure, ensure delivery of first class service for clients in the APAC region.
- Professionally handling of client queries and managing the interactions and communication with clients in the region.
- Supporting the sales teams with direct contact to clients, including handle client enquiry, participate in client event and handle regular product update and new product onboard etc.
- Coordinate and ensure on time delivery of high quality reporting, handle client onboarding and transition processes (take-on/off, mandate changes)
- Maintain up-to-date information in CRM tool
- Perform others tasks and projects as assigned from time to time
Qualifications
- University degree (ideally focus in economics or finance)
- 8+ years of relevant experience in client service / sales support function.
- Detailed understanding of the local business/clients and its specific business requirements
- Proven track record of being able to service clients in the financial industry
- Good understanding of investment and post investment operational processes
- Experience in streamlining reporting and communications processes and procedures
- Relevant written and verbal language skills in English and Chinese (Cantonese and Mandarin).
- Team orientation - take an interest in and contribute to the work of the team, and liaise where appropriate with other groups
- Excellent communication skills (diplomacy, tact combined with goal orientation)
- Negotiation Skills in relation to project management;
- Ability to work with different cultures and languages;
- Strong client and service orientation, good interpersonal skills at all levels
- Ability to work under pressure whilst producing quality work, time management skills
- Self-driven, motivated, goal oriented and happy to take full responsibility for actions
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission : To act for human progress by protecting what matters
Our values : Customer first, Integrity, Courage and One AXA
About the Entity
At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.
AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
What We Offer
We are committed to offer you an environment where you can:
Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities .
Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
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