Insti Client Service at Gaishi AM/外資系運用会社でのクライアントサービス

Responsibilities:
The Client Relations Associate team coordinates all client servicing activities and provides the central point of reference for internal and external contacts associated with a client relationship. Client Relations Associates are in constant communication with various internal departments to ensure client expectations are met or exceeded. This includes building effective and trusted relationships first and foremost with their partnering Sales Advisor(s), but also with research and portfolio management, marketing, product management, RFP, operations, client reporting, legal and compliance, among others.

Job Description:
Specific responsibilities include but are not limited to:

• liaise with various internal business units to meet client and prospect needs;
• partner with the Sales Advisor(s) to strengthen relationships with clients and prospects;
• account management including new account opening/closing, guideline management;
• timely and accurate client reporting;
• client servicing and prospecting materials such as presentations and correspondence;
• coordination of business development activities including RFPs and DDQs;
• collaboration with colleagues in other business units, located both in Japan and regionally/globally, to successfully resolve client issues;
• maintenance of client files and databases.

Associates are expected to be fully trained and competent in dealing directly with clients, consultants and prospecting relationships in a knowledgeable and professional manner. They will be provided additional responsibility as they progress within the role, which may include management responsibility within the client servicing team from the perspectives of people management, additional client relationship management responsibilities, and department and firm-wide projects/initiatives.

This position reports to the Manager, Client Relations located in Tokyo.

Qualifications and Key Attributes:

• The successful candidate will be a motivated self-starter eager to learn about or expand knowledge on all aspects of the global institutional asset management business.
• Candidates must be detail-oriented, highly organised and possess strong analytical, project management, communication (written and verbal), and organisational skills. Will be required to be capable of multitasking within tight time constraints, be able to work under pressure, and have the ability to work independently and cooperatively in a team setting.
• Business-level English skills are critical to developing yourself in this opportunity.
• At least 3 years of professional work experience in client servicing activities for institutional business is required.
• A strong work ethic and ambition for responsibility are essential.

Professional qualifications such as CFA/CMA would be favourable.

Required Skills:  Proficient in Outlook, Word, Excel and PowerPoint