Who we are looking for
The ideal candidate will be client centric and service driven with a strong knowledge of Investment Servicing. As a member of the Global Clients Division (GCD), you will assist senior members of the division in their roles as managers of the relationships with our largest strategic clients. In this role, you may have daily contact with Client Service, Client Management, Centres of Excellence and Business Unit Shared Service teams in support of your client’s needs. Building on your background on strong relationship skills and knowledge of processes and procedures for the products serviced for our customers, you will gain exposure to senior level executives both internally and externally while also ensuring that clients receive the best service possible.
Why this role is important to us
You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
As Client Analyst you will
- Perform client activities and ad-hoc client requests as appropriate to support overall client relationships
- Assist with updates of Salesforce, Client Account Plans, managing client billing set-up , / documentation and overdue billing collection, as needed.
- Assist with contract management including support with contract amendments (new fund adds, new services, etc.);
- Assist with the coordination and management of projects with clients and internal teams across region/division
- Assist with coordinating Due Diligence Meetings and Reviews; organize attendees, agenda, logistics, materials (including compliance review) and assist with timely delivery and completion of RFI / RFP questionnaires.
What we value
These skills will help you succeed in this role
- Problem resolution skills that can quickly identify issues.
- Manage projects and issues and ensue that unresolved problems are escalated as needed.
- Team player that is willing to pitch in and takes a proactive role in servicing clients.
Education & Preferred Qualifications
- Bachelor’s degree with business related coursework or degree in Accounting or Finance, preferred.
- Minimum 2 years of related custody, fund accounting or relationship management support experience preferred.
- Computer competence (Microsoft applications: Excel, Word, Powerpoint, etc.)
Additional requirements
- Proficiency in English language
- Salesforce experience a plus but not required
- Project Management Skills
- Accuracy and detail-orientated
- Interpersonal and oral communication skills
- Ability to work under pressure/deadlines driven environment
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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