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CAM is a key point of contact for daily servicing needs of our clients and proactively develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, they also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.
approach and controls mindset.
Job Responsibilities
Ensure complex client issues are resolved with minimum impact to the client/the business and this will often involve working cross functionally across a number of departments such as legal, compliance, risk, operations and product areas . Influence outcomes and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution;
Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate;
Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
Work with RFP and CA Teams to provide information and/or answers to prospect questions / present at pitches when needed
Contribute to the onboarding process including helping negotiate of mutually acceptable Investment Management Agreements, and , communication with client and other third parties
Co-ordination of KYC in partnership with Client Advisors and AML/KYC teams
Responding to day-to-day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
Position the Firms digital servicing capabilities to help scale the business;
Attendance at client meetings and events as appropriate (including pitches and due diligence meetings) and leading onboarding reviews and client service reviews
Actively participate and contribute to client impacting business, technology and regulatory driven projects and initiatives ;
Required qualifications, capabilities, and skills
Strong interpersonal, communication (written and oral), negotiation and influencing skills
Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strongorganisational, and prioritisationskills are required alongside effective judgement from a risk and escalation perspective
Flexible/adaptable to change and collaborate with teams to deliver outside of the core role
Fluency in verbal English and written English;
Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
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