Entry Level/Recent Graduate - Investment Management/Finance

As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize client Infuse to obtain answers is important.As a Client Service Representative, you are presented with client insights throughout your day to day interactions. Sharing insights with your peers can detect similar themes which directly impacts your department. For example, if multiple clients are having issues with a specific product/team, raising this to management can lead to a possible solution that impacts multiple clients.As client service representative, you are the first point of contact for your clients. Sharing possible escalations/new business with appropriate teams will lead to better management of them.This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone’s day to day.

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JOB DUTIES:Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessaryResearch, identify and escalate internal issues that may impact client servicingWork effectively with internal departments to support client requests, deliverables and issue resolutionAnalyze inquiry trends and determine if training is required to help either reduce or automate.Meet with your client contacts regularly to review pending items.Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSRPrepare agendas, minutes and coordination of the meetings, and review with your manager.Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.
Technology Management & EffectivenessWorking with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiriesCoordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
Relationship Building & NetworkingCollaborate with internal teams to share insights and improve the client experience.Understand your client's organizational chart to ensure you contact appropriate members to review items.Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities
Risk & ControlAdhere to all client policies and best practicesIdentify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. xzbcwsv Pay attention to detail and contacts sent in emails.
KNOWLEDGE, SKILLS, COMPETENCIES:BA or EquivalentAbility to communicate effectively with both verbal and written skillsAbility to learn and adapt to new technologies and systemsStrong analytical and problem-solving skillsLanguage skills commensurate with office location and client relationships supportedComprehensive working knowledge of Microsoft Office Products