Mumbai, Maharashtra, India
22 hours ago
Analyst - Client Support

 

You are a strategic thinker passionate about driving solutions in client account management. You have found the right team.

As a Client Account Management(CAM)  Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities:

Provide support to CAMs across regions, delivering a world-class client experience and managing expectations.Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, and Guideline Management teams as needed.Process and coordinate account maintenance requests, including cash flows, account openings, reporting setup, fee invoice setup, guideline setup, and maintaining exclusion lists.Support all aspects of maintenance and improvement of client experience.Ensure all tasks are executed in line with regional procedures, maintaining a clear audit trail and quality control.Communicate clearly and efficiently with multiple teams simultaneously.Maintain client records and static data.Extract documents or system data to support internal control testing requests.Document and review procedures.Provide periodic status, control, and KPI reports for conducted work.Timely escalation of unclear requests, issues, and errors.

Required Qualifications, Capabilities, and Skills:

Graduate/Post-graduate with at least 3 years of experience.Prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles).Understanding of the asset management business, various asset classes, and investment products.Financial market awareness and understanding of basic financial concepts.Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).Excellent verbal and written communication skills and relationship-building abilities.Strong numerical/quantitative skills.

Preferred Qualifications, Capabilities, and Skills:

Asset class knowledge and client service expertise.Outstanding accuracy and attention to detail.Awareness of business risk and compliance procedures.Ability to manage competing priorities and work under pressure to meet tight deadlines.Stakeholder management skills and the ability to work collaboratively with local and global teams.

 

 

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