Analyst - Client Support

Job Description

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.