1. Visiting & contacting existing clients on a regular basis. 2. Manage customer arrivals to maximize relationship building opportunities and direct them to the appropriate distribution channels. 3. Proactively seek to identify customer needs and effective at cross-selling and follow up. 4. Take full ownership of customers' problems and ensure complete customer satisfaction of problem solving. 5. Manages day-to-day activities for maintaining and enhancing existing client relationships. 6. Be involved in other projects related to the client services platform. 7. Comply with Company policies and procedures to ensure security of Company's and customer's assets. 8. Interacting with the customers via fax, phone, the internet, email, or in person to address directly the customer issues. 9. Support the Sr. Manager and/or the Head of Client Relations in issues related to CRD. 10. Participation in project work where applicable. 11. Supervising the customer service representatives’ team and ensuring that all the customers receive immediate service. 12. Schedule, prepare and conduct meetings/briefings for clients 13. Diligently using, maintaining and updating customer information using CRD. 14. Providing accurate and timely reports including forecasts and activities to management and clients. 15. Participation in project work where applicable.
• Excellent customer-service orientation & Relationship building skills • Ability to prioritize and accomplish tasks in a hardhitting environment. • Process development skills, ability to keep work flowing, minimizing problems or delays. • Have a solid understanding of investment management business. • Self-motivated, Team player with a positive attitude. • Works well in a fast-paced environment, while being able to prioritize and meet multiple deadlines. • Strong verbal and written communication skills, with the ability to effectively communicate with internal business groups, clients, prospects, and other external parties. • Proficient in Microsoft Office
Skills
7 years of experience in a Client Servicing in financial services or Institutional asset management