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Global Clients Division Analyst - Senior Associate As a member of the Global Clients Division, you will assist senior members of the division in their roles as managers of the relationships with our Top 58 clients. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams in support of your client's needs.
Job Responsibilities: Perform assigned daily operations and processes including, but not limited to:
Day to day management of junior analysts
Perform customized client activities and ad-hoc client requests as appropriate to support overall client relationships
Maintain record of client sentiment through updates to the Client Portal
Assist with the quarterly updates of Client Account Plans including understanding clients back, middle and currency strategy
In conjunction with the Client Executive and Relationship Managers enter and maintain Salesforce entries for key client contacts and client meeting activity
Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates
Assist with management of client billing; monitor receivables and billing collections, serve as an escalation point on overdue billing collections
Contract management including executing contract amendments (new fund adds, new services, etc.); uploading into Enterprise Contract Management System
Model optimization and project support; coordinate and manage projects with clients and internal teams across region/division
Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts
Production of client-customized reporting; collection of data and production of customer report cards
Coordinate Due Diligence Meetings and Reviews; organize attendees, agenda, logistics, materials (including compliance review)
Assist GCOOs with Quality Assurance reviews and inventories; maintaining virtual teams members list, documenting various KPIs across business
Assist in the coordination and timely delivery of Requests for Information and Requests for Proposal responses
Assist with data collection for risk/compliance reporting
Respond in a timely manner to inquiries from operational CoEs, BU Shared Services and BU Client Service, plan with account plan owner the cross selling of upselling contractual agreements and accountabilities
Monitor and review daily work of Client Analyst Officers and Senior Associates to ensure accurate and timely execution.
Provides on the job training to new staff and assists new staff with attainment of understanding job responsibilities
Elevates unresolved issues/problems to GCD CAO as appropriate
During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
Other duties as assigned.
Bachelor's degree with business related coursework or degree in Accounting or Finance, preferred.
Minimum 3-5 years of related custody, fund accounting or relationship management support experience preferred.
Previous management experience helpful but not required
Strong computer competence (Microsoft applications: Excel, Word, etc.)
Salesforce experience a plus but not required
Accuracy and detail-orientated
Interpersonal and oral communication skills
Ability to work under pressure/deadlines driven environment