Client Service and Sales Support Specialist
5 days ago
We are seeking a highly skilled Client Service and Sales Support Specialist to join our team at AXA Investment Managers.
About the RoleThis is an exciting opportunity to work in a dynamic environment, providing exceptional client service and sales support to clients in the APAC region.
Key Responsibilities- Support existing client services and sales support infrastructure to deliver first-class service to clients.
- Handle client queries and manage interactions and communication with clients in the region.
- Support the sales teams with direct contact to clients, including handling client enquiries, participating in client events, and handling regular product updates and new product onboarding.
- Coordinate and ensure timely delivery of high-quality reporting and handle client onboarding and transition processes (take-on/off, mandate changes).
- Maintain up-to-date information in CRM tools.
- Perform other tasks and projects as assigned from time to time.
- University degree, ideally focusing on economics or finance.
- 8+ years of relevant experience in client service/sales support functions.
- Detailed understanding of local business/clients and specific business requirements.
- Proven track record of servicing 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, taking an interest in and contributing to the work of the team, and liaising 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.
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