Talented and motivated Client Service Specialist to join the firm’s Global Client Management Team. As a key member of a dynamic team, this role will be vital in fostering positive client relationships, resolving inquiries, and supporting business development efforts across our Institutional and Global Wealth businesses in the APAC region.
Client Support: Work in close partnership with Sales to provide best-in-class client service to institutional and global wealth clients in Japan throughout the whole servicing lifecycle, from prospect to client. Coordinate prompt and professional responses to inquiries, addressing concerns, and providing accurate information on investment products, performance, and processes. Ensure that all client needs are consistently met and strive to exceed client expectations
Operational Support: Work closely with internal teams, including Enterprise Solutions, CPS, Compliance, and Investment Professionals, to resolve client-related operational issues promptly. Collaborate to streamline processes and improve overall service efficiency.
Client Collateral: Coordinate with Sales, Marketing, Product and Client Management Group teams to draft and/or translate client communications including but not limited to ad-hoc inquiries, marketing materials, diligence materials (e.g. RFPs, DDQs) fund fact cards and fund commentary. Maintain and manage distribution of up-to-date marketing and commentary materials across Apollo’s product suite that is fit for use in Japan
Onboarding and Account Management: Assist in the onboarding process for new clients, ensuring a smooth transition and compliance with various requirements including obligation management and regulatory matters. Maintain client records, account documentation, and update relevant databases.
Logistics Management: work closely with Sales, Marketing & Events to facilitate meetings, webinars roadshows, and other client and prospects events in Japan
Other: marketing and business development related projects such as conducting events/seminars as requested