Client Service - US Asset Management Firm

Be the point of contact for institutional clients based in Japan. Provide seamless client support by coordinating with various stakeholders to solve client issues. Work in a tight knit team composed of Japanese and international colleagues.

Client Details

Our client is a US headquartered Asset Management with Asset Under Management (AUM) of over 600 billion worldwide. They are known for their research expertise, and providing a diverse investment approach across various asset classes and market.

Description

• Client Service
  • Provide great client service to institutional and wholesale clients across APAC, with primary focus on Japan.
  • Ensure client service deliverables timelines being adhered to.
  • Timely acknowledgement of clients' queries/request, and take full ownership of task resolution, which can be complex given that it crosses between institutional and wholesale, US-managed vs. EMEA C-pillar and EMEA B-pillar, and Alternatives group.
  • Work independently or with stakeholders to investigate/resolve client request/issues. Able to identify potential road blocks, and escalate issues to senior management as appropriate, to ensure work around / ability to meet business and/or clients' needs.
  • Arrange and participate in review meeting, ensure materials are prepared accurately and delivered well in advance of meetings or client deadlines.
  • Provide timely updates to business as appropriate.
• Client Take-on
  • Effective communications regarding client take-on to relevant business areas.
  • Coordinate the negotiation and completion of legal agreements/application forms.
  • Coordinate all relevant documentation, including AML / KYC.
  • Progress operational set up with Operations team.
  • Establish reporting requirements and coordinating delivery with Reporting team.
  • Obtain sign-off from relevant business areas.
• Client Reporting
  • Manage deadline and work towards standardization of reports, wherever possible. Assist with non-standard client reporting as required.
  • Facilitate compliance sign-off of portfolio review / report decks (ensure review deck is ready, including translation as needed).
  • Communicate important notifications to fund investors such as fund updates, fact sheets, updated prospectus and performance summaries, shareholder notifications. and other pertinent information (ad-hoc/periodic reporting to local regulator/client).
• Other Wider Support Activities
  • Proactively engage within Client Services team and provide support where necessary.
  • Provide regular updates on broader Client Services activities.
  • Ensure client record and data are updated and documented in share drive.
  • Coordinate Client Service related projects (including testing) as assigned.
  • Managing ad-hoc issues / risk events that has client impact.

Job Offer

• Competitive salary and benefits
• A tight knit work environment
• Opportunities to work in a regional team

If you are motivated, client-focused, and ready for a challenging role in the buyside industry, we encourage you to apply for this Client Service position.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Tang Rea on +81368328606

Below is a snapshot of what a successful applicant could look like for this role:

• Vast relevant experience in similar position, preferably in asset management or in an operations function within financial institutions.
• Demonstrates appropriate level of understanding of fund management, financial instruments, administration processes, performance analyses and reporting.
• Proficient in Microsoft Office applications, Bloomberg Professional and Salesforce.
• Able to work under pressure in delivering expected outcomes within short deadlines.
• Good listening, communication and interpersonal skills in dealing with stakeholders within the business as well as clients.
• Ability to work across businesses and geographies, to achieve effective outcomes.
• Japanese (Native) and Fluent in English (spoken and written).