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My client is a well-renowned US Asset Management firm looking for a Client Service Manager which will lead a back-office team in managing the client transitional processes (account opening, closing, custodian transition, specie transfers) as well as client reporting responsibilities.
This position will be for their operation/back office team.
Actively manage the account the client servicing and client reporting team
Implementation of change to support the local development of the business and improve the services provided to achieve Operational Excellence
Ensure all allocated new clients for the Asia-Pac region are successfully integrated on to the Investment Operations platform. Liaise with all internal core operational groups to ensure they are set up on internal systems on a timely and accurate basis.
Process all allocated client In Specie Funding activities on a timely and accurate basis
Management of the transition process for all allocated Asia-Pacific clients undergoing a custodian transition
Processing all allocated client account terminations in well organized and timely mannger
Market Openings: Review and update International Trading Accounts required for management of all allocated Asia-Pacific client accounts
Manage and own workflow queues to complete all items by internal and external cut off times
Ensure accurate client administration processing and provide value added servicing including the escalation of client related processing issues
Assist with the review of the implemented procedures and agreed service levels to ensure delivery of services in an accurate and timely manner
Assist with the review of client documentation in reference to operational procedures during account onboarding
Problem identification and resolution
Timely delivery of Client Reports and related queries
Internal Number: 6571715
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