College or University degree and/or relevant proven work experience
At least 5 years of related industry experience preferred
Excellent oral and written communication skills
Strong analytical and problem solving skills
Technical skills / system knowledge preferred
Skills in delegation, decision making, negotiation and leadership
Process oriented with organization and planning skills preferred
Highly flexible and adaptable to change
Conceptual knowledge of theories, practices and procedures within the job discipline
General knowledge of business developed through education or past experience
Responsibilities
Deliver high quality service and completion of all assigned tasks and requests for information from the RMs/CSDMs within the set SLAs
Work closely with RMs/CSDMs on various initiatives and key priority projects, any operational changes, efficiency requirements and implement business plans within the Client Service team and to cater client preferences and requests
Support the team in the review and analysis of data (including but not limited to: client metrics, earned and exited clients, revenue and sales per location, AUM per client and issue log) and make recommendations based on the analysis
Support team development initiatives including team trainings, mandatory trainings, etc
Attend various team meetings, setting agendas, coordinate action points arising from such meetings and track progress against commitments
Handles Sharepoint maintenance and oversight
Proactively seek to identify and improve current Client Service procedures
Ensures completion of other ad hoc planning and tasks relating to client and team activities, such as relationship plans etc
Other activities assigned by Client Service team which may be required from time-to-time or on an on-going basis
Uses existing procedures to solve standard problems; analyzes information and standard practices to make judgments
Works within standardized procedures and practices to achieve objectives and meet deadlines