外資系信託銀行での年金・運用会社向けクライアントサービス業務の求人

＜Position Description＞
Client Service is a mid-level position in Relationship Team. Client Service is expected to maintain an important client/Investment Managers of Trust Account contact and be responsible for the overall relationship of the client/investment managers including service related matters, change management, incident management as well as expansion of existing relationship through introduction of new products, and to drive our service coverage in line with the client’s strategy thus maximizing P/L of the account. The Client Service would be allocated a number of investment managers based on size, product coverage and other factors. It is also required to work closely with Relationship Manager (RM), Operation in charge of individual products they cover, to ensure day-to-day engagement with the clients/Investment Managers by Client Service is in line with the overall strategy of the client.

＜Responsibilities＞
●Report to Vise President of Client Service Team and work closely with not only other Client Service Staffs but Relationship Management, Operation and other departments (Risk, Legal, Compliance) to ensure client satisfaction is maintained
●Manage daily calls and emails for various inquiries, change requests, etc from Investment Managers
●Monitor service quality and all communications (incl. outstanding items) with Investment Managers of Trust Account
●Prepare periodical service review report for Investment Manager of Trust Account
●Conduct periodical service review meeting with Investment Manager of Trust Account in order to present and assess the quality of operational services and satisfaction
●Maintenance of Trust Account profile and Investment Manager related documents
●Report to client periodically (monthly, quarterly, annually) with reporting format defined by the client.
●Conduct periodical survey with Investment Manager of Trust Account to get assessment for our service and points to be improved
●Conduct analysis against survey result and provide feedback to relevant departments to discuss improvement plan
●Receive and evaluate change requests (e.g. ISDA/CSA, Futures agreement), and to coordinate with internal relevant departments, in order to maintain the balance of overall service quality against profitability of the account
●Work closely with Global AMS(Asset Manager Service) team for specific Investment Manager

＜Experience / Qualification / Key Skills / Attributes＞
●3 years plus client service, global operations or relationship management related experience and/or capability, preferably in Trust or asset management industry

●Strong client oriented mind set
●Good external and internal communication skills
●Preferably 3 years plus team management experience
●Strategic and analytical skills to develop effective client engagements
●Administrative skills to effectively manage operational requests and issues
●Self-developing mind set
●A quick learner to obtain wide range of industry and product knowledge in a fast changing global environment
●Capable of using English and Japanese in both speaking and writing