1-3 years of experience in client service, operations, sales or portfolio management support
A passion for serving clients by being responsive and empathetic
A knack for breaking down inefficiencies and building things back up – but better
Strong interpersonal and relationship-building skills
Excellent written and oral communication skills, and comfort in working closely with clients and colleagues at all levels
Excellent attention to detail and analytical skills with a slant toward problem solving
A high degree of emotional ownership over your work
Strong planning and organizational skills with the ability to manage priorities to meet deadlines
Excellent working knowledge of MS Office, including Outlook, Word, Excel and PowerPoint
An interest in asset management and a desire to learn
BA/BS or equivalent
Audit experience - nice to have
Responsibilities
Ensure timely and accurate responses to high volume service activities for both internal and external clients
Evaluate processes and procedures for inefficiencies, make and implement recommendations for improvement
Be motivated to achieve or outperform on service-level agreements and client expectations
Embrace the use of technology and digital tools to deliver the highest level of service
Aim to achieve excellent results in client satisfaction surveys and work closely with other team members to achieve overall strategic business objectives
Build relationships and collaborate closely with internal partners to ensure a seamless delivery of service
Handle client concerns in a timely and sensitive manner and in accordance with internal procedures
Facilitate the diagnosis of complex client service issues, identify the source of service deficiencies and own their resolution