メニュー

誠に申し訳ありませんが、この求人は既に募集終了となりました。
類似の非公開案件もございますので、ぜひ転職支援サービスにご登録ください。
またこのカテゴリの求人一覧より、募集中の類似案件をご覧頂けますので、あわせてご利用ください。

外資系信託銀行でのクライアントサービス(オフショアファンド担当)/求人ID:1237653

株式会社コトラ
募集終了
職種
クライアントサービス(オフショアファンド)
ポジション
AVP
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容
The team you will will be joining is gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, our tools help our clients make better investment choices and act on growth opportunities.
<As an Client Service professional you will>
Take on lead CS responsibility for select clients (including some of our most strategic Insurance, Asset Manager and Asset Owner clients) and effectively manage and be an active part of a dynamic team in an important growth area
You :
MUST be very strong on all operational aspects of offshore funds from onboarding to liquidation, custody, fund accounting, Trust Agency, Trustee, etc. And must be highly organized, strong manager or people and willing and able to mentor and develop staff. Will heavily interact with clients and must have excellent CS skills and experience
Must effectively and transparently manage process and staff to track and resolve client queries and challenges touching full range of services and topics such as
  ・payment status monitoring,
  ・transactions
  ・distribution and liquidation coordination
  ・technology, system queries, password resets and access requests for our application
  ・change requests, regulatory requirements, systems issues capability, process improvements/risk and other initiatives
  ・proactively self-serve to research and answer client queries in timely manner, reaching out where necessary across SS teams globally (almost always in English to achieve great outcomes for client

  ・access requests and our application related queries,
 ・Will drive, own and coordinate 3rd party notifications (IMs, Trustees, Administrators, law firms, and others)
 ・Will drive, own, and coordinate with client on class action monitoring,
 ・Will maintain and facilitate completion of contractual documents, oversight/ensure timely and accurate invoicing and billing (and payment)
 ・Will pro-actively manage and drive client/fund onboarding/offboarding
 ・Will effectively manage process and staff regarding client change requests, SLA’s, KPI reporting, and projects (internal and with clients)
 ・Will effectively resolve and track issues ,
 ・Will support internal data metric gathering and analysis, and working effectively with global internal groups for resolution.

・Own creating improved controls and processes, workflows and efficiency for the group
・Handle high-level, strategic Client Communications
・Coordinate KPI Service Review cycle including the relevant document preparation at hands on level.
・Support Relationship Managers internal and external governance, service and revenue opportunities, and providing internal management reporting related to clients.
必要スキル
Education & Preferred Qualifications
1) Required
Working knowledge on fund administration services, either offshore or domestic
Familiar with multiple domiciled offshore (e.g., Cayman, Lux) funds and fund documents. (Prospectus, Investment Agreement, Trust Deed, Custody Agreement, Administration Agreements)
Experienced manager of clients and staff
Highly organized, driven and able to work independently to drive change and excellent outcomes for clients
Experience working as client service or operation with large financial institutions
Strong communication skill both in English and Japanese
Strong interpersonal and cross-cultural skill
Able to work as a team player effectively across cultures and global locations
Literacy in finance and investment product (especially, investment trust)
Strong motivation to study new business area

2) Preferred
Knowledge of our products, systems, and their applications [applicable only to internal hire]
Degree in Finance/ Business/ Law or related discipline
Industry credentials (CFA, CPA etc), either completed or in progress.

3) Experience:
7-15 years+ in Financial Services Industry (Asset Manager, Outsourcing Provider, Trustee, Security company, or Global Custodian (Preferred)
7-15 year10 years+ in Client Service or similar position in any of the following category of investment services
Global Custodian
Japanese Asset Administration bank
Investment Trust Management Companies (Toshin)
Investment Management Companies (Toshikomon)
Trust Bank’s Asset Services Department/Operation Department Securities Company
Bachelor/ Graduates from University (Preferred)
Strong English skills (at least TOEIC 930 or up equivalent level) (Strongly Preferred)
Strong (Native Level) Japanese language skills
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
組織カテゴリ
備考
関連キーワード