金融、IT、コンサル、製造業、エグゼクティブの転職支援に特化した転職支援サイト【コトラ】

金融・IT・コンサル・製造業・エグゼクティブの転職コトラ

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/求人ID:119705

募集継続中
株式会社コトラ
職種 年金・運用会社向けクライアントサービス業務
ポジション AVP
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20代
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50代以上
年収イメージ 年収イメージ:800万円〜1200万円(経験・能力を考慮の上当社規定により決定)
仕事内容 <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
必要スキル <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
就業場所 東京都
就業形態 正社員
企業名 外資系銀行
企業概要 世界最大級のカストディ銀行。グローバルネットワークを武器に世界の投資家への運用管理業務を提供。
企業PR
業務カテゴリ リレーションシップマネージャー[RM] 信託
組織カテゴリ 外資系金融機関
備考
関連キーワード ポートフォリオ レポーティング 外資系

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