6 Months Client Services Support Assistant

The role will play a key part in providing administrative, coordination and operational support to the Client Services & Business Delivery team by ensuring efficient execution of client servicing activities, operational processes, and business delivery initiatives.  

****Responsibilities:****Client Deliverables and Reporting Support

• Support the monthly factsheet delivery process, including tracking internal deadlines, and assisting with validation checks before deliverables are finalized.
• Assist in coordinating preparation of annual client deliverables.
• Support follow-up and coordination with internal teams to ensure client deliverables are completed within agreed timelines.
• Assist with troubleshooting reporting portal issues

Administration Support on Client Services application (CRM) and File Management

• Log client instructions on CRM for relevant clients and support tracking of instructions through to closure.
• Support daily clean-up and maintenance of the CSBD shared folder

Client Due Diligence and Client Survey Support 

• Assist with annual Client Due Diligence coordination internally, including tracking outstanding inputs, consolidating responses, and following up with internal stakeholders.
• Support the annual Client Survey process and follow up internally, including tracking and closing off outstanding issues.

Client Log and Management Reporting Support

• Assist in preparing internal management reporting materials for monthly Client Management meetings, including collating inputs, updating slides, and maintaining supporting information.
• Support updates to the Client Log regularly, ensuring client requests are properly tracked accurately reflected.

Requirements:

• Diploma or degree in business or a related discipline and/or a professional designation such as CFA, would be a distinct advantage.
• A minimum of 1-2 years of experience in the banking or asset management industry with good knowledge of financial industry, experience in client servicing, onboarding processes, business support in an asset management business would be a distinct advantage.
• Has passion for providing excellent Customer Service
• Excellent listening and strong communication skills both verbal and written.
• Excellent interpersonal skills
  • Experienced in working collaboratively in teams and capable of working across a variety of organizational dimensions and capable of managing across a diversity of disciplines and cultures.
  • Comfortable dealing with senior individuals and management across functions
• Ability to understand and resolve or escalate issues appropriately
• Strong attention to detail and organisation skills
• Highly motivated, self-starter with the ability to work independently in dynamic environment
  • Ability to take ownership of set tasks & targets
  • Results driven with a strong commitment to completing tasks within deadlines
  • Capable of multitasking and meeting deadlines in a dynamic environment,
  • Ability to balance competing priorities in the best interest of the clients and AIAIM.
• Able to work as part of a team and independently when necessary