Client Service Manager - Team Lead Client Service Manager - Team Lead …

Non-disclosed
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Non-disclosed
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
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.

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. 

Responsible for: 

  • 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
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