外資系運用会社におけるClient Services & Investor Serviceの求人

Client Services Administration
・Working with the client advisors to translate research materials, marketing materials, fund related documents into Japanese
・Working with the reporting team based in both US and Japan to prepare specific quarterly/monthly/weekly/daily servicing reports requested by investors.
・ In coordination with Compliance as needed, ensuring that marketing/servicing related materials and documents are reviewed in accordance with FSA’s requirements and other local regulatory requirements are in compliance

Marketing and Investor Relations
・Developing client knowledge, and knowledge of client contact persons: better understand responsibilities/mandates, role within the organization, experience, personal interests; is attentive to staff moves
・Developing an awareness of competition by reviewing industry press/surveys, looking out for new vehicles proposed by competitors, new competitors, mergers/restructures ・Client Events: working with the client advisors, portfolio managers and marketing team in the planning and producing client events
・For ongoing Funds with existing clients, working closely with client advisors as well as reporting teams to coordinate any client communications including: the distribution of quarterly and annual reports, responding to client requests for information, and organizing investor meetings
Working closely with client advisors to follow up on client meetings: ensuring
requests/comments expressed during meetings or after are being addressed and any further materials sent as requested
・Management of client database: ensuring that database is always up-to-date with latest contact information; creating, where possible, internet web link to clients’ internet websites

・Fluent in English and Japanese both in writing and speaking
・Ability to multi task and enjoy working ""solo"" with the client advisors. Confidence to make certain decisions and react to client requests in the client advisors’ absence and know when to reach out to client advisors to inform and discuss action
・ Proactive; ability to think forward/plan ahead
・ Good organizational and management skills, with the ability to prioritize efficiently between competing demands. Time management skills, with the ability to plan/coordinate tasks to ensure deadlines are met
・Good communication skills with the ability to coordinate all parties involved, foster and maintain effective relationships internally and externally on a local and international basis
・Be attentive to detail and meticulous to ensure that client database is up to date and consistent
・ IT literate: familiarity with management of client database (Salesforce), Microsoft Office (particularly PowerPoint and Excel skills), Access and Internet. Attention to visual aspect of presentations and ability to create and enhance presentations/spreadsheets
・Develop knowledge of Prudential’s product offerings, clients and prospects; and the industry overall over time