Associate, Client Services
at Funds Partnership Asia
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 14 Jun, 2024 | Not Specified | 15 Mar, 2024 | N/A | Good communication skills | No | No |
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Description:
YOUR AREA OF WORK
Our client is a fast-growing business unit who manages legal, administrative, and financial relationships with external fund provider companies on behalf of the fund platform for B2B business partners.
With teams already in Zurich and Cork, Platform Operations focus on the management of day-to-day queries, onboarding of new business partners and funds to the platform, the billing for services provided including reconciliation of fee receivables and the management of accounting related tasks attached to the business.
The compilation of analyses for both Business Partners and the Management of Fund Centre is also part of the duties of Platform Operations. On top of day-to-day operations, Platform Operations is also in charge of performing Business Acceptance Testing for the newly developed services and enhancements.
We are looking for a Client Service Associate to join our client’s Funds Centre Platform Operations team in Singapore. As a Client Service Associate you will oversee the following:
Your Responsibilities
- Actively support onboarding projects of new B2B business partners (both Asset Managers and Distribution Partners).
- Collaborate with new and/or existing B2B business partners in the context of onboarding new funds to the platform.
- Act as the first point of contact for our business partners managing day-to-day queries.
- Contribute to the maintenance of the client hotline during business hours.
- Provide high level support to the sales/business development teams by conducting internal and external research, analysis, and investigations.
- Represent the client service team as a subject matter expert in meetings (both virtual and in person) with existing business partners.
- Support the development and ongoing optimization of internal processes with key internal stakeholders and to provide input on how to improve the operational efficiency.
Your Profile
- Minimum of 3 to 5 years of professional experience in the financial industry, preferably in the field of Asset Management and/or Investment Fund operations.
- Bachelor’s degree in a finance, economics, business administration or similar.
- Basic understanding of the financial services industry.
- Great client orientated attitude.
- Strong communication skills, resilience, sovereignty, and team spirit. Proficiency in written and spoken English – additional language skills considered an advantage.
- Good MS Office application knowledge, particularly in Excel.
Responsibilities:
- Actively support onboarding projects of new B2B business partners (both Asset Managers and Distribution Partners).
- Collaborate with new and/or existing B2B business partners in the context of onboarding new funds to the platform.
- Act as the first point of contact for our business partners managing day-to-day queries.
- Contribute to the maintenance of the client hotline during business hours.
- Provide high level support to the sales/business development teams by conducting internal and external research, analysis, and investigations.
- Represent the client service team as a subject matter expert in meetings (both virtual and in person) with existing business partners.
- Support the development and ongoing optimization of internal processes with key internal stakeholders and to provide input on how to improve the operational efficiency
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Singapore, Singapore