Client Service Operations
3 weeks ago
**Basic Purpose**:
- Under the direction of the Manager, responsible for the day-to-day servicing of client relationships, acting as a primary point of contact for client inquiries and requests. Works with the internal teams coordinating services for fund/product start-up/conversions, restructures and interacting with Accounting Operations and global COE’s for the overall service delivery of their assigned clients. May have responsibility to audit and coordinate the daily work of others.
**Job Duties**:
- Respond in a timely manner to inquiries from external and internal clients
- Perform assigned daily operations and processes including, but not limited to:
- Assist with Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up
- Ensure timely and accurate production of client-customized reporting and collects data and produces customer report cards
- Assist with data collection for risk/compliance reporting
- Respond in a timely manner to inquiries from operational COEs, BU Shared Services and BU Accounting Operations.
- Elevates unresolved issues/problems to manager/officer.
- May monitor and review daily work of Client Operations Associates to ensure accurate and timely execution.
- Provides on the job training to new staff and assists new staff with attainment of understanding of job responsibilities.
- 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.
**Job Requirements**:
- Bachelor’s degree
- Familiarity with securities markets, language and products
- Custody, fund accounting or Transfer Agency experience is an asset
- Strong interpersonal and communication skills in both verbal and written forms
- Ability to prioritize assignments under tight deadlines
- Accounting, Business or Finance degree would be an asset and** new graduates welcome to apply
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