As a Client Account Management(CAM) Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Provide support to CAMs across regions, delivering a world-class client experience and managing expectations.
- Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, and Guideline Management teams as needed.
- Process and coordinate account maintenance requests, including cash flows, account openings, reporting setup, fee invoice setup, guideline setup, and maintaining exclusion lists.
- Support all aspects of maintenance and improvement of client experience.
- Ensure all tasks are executed in line with regional procedures, maintaining a clear audit trail and quality control.
- Communicate clearly and efficiently with multiple teams simultaneously.
- Maintain client records and static data.
- Extract documents or system data to support internal control testing requests.
- Document and review procedures.
- Provide periodic status, control, and KPI reports for conducted work.
- Timely escalation of unclear requests, issues, and errors.
Required Qualifications, Capabilities, and Skills:
- Graduate/Post-graduate with at least 3 years of experience.
- Prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles).
- Understanding of the asset management business, various asset classes, and investment products.
- Financial market awareness and understanding of basic financial concepts.
- Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
- Excellent verbal and written communication skills and relationship-building abilities.
- Strong numerical/quantitative skills.
Preferred Qualifications, Capabilities, and Skills:
- Asset class knowledge and client service expertise.
- Outstanding accuracy and attention to detail.
- Awareness of business risk and compliance procedures.
- Ability to manage competing priorities and work under pressure to meet tight deadlines.
- Stakeholder management skills and the ability to work collaboratively with local and global teams.