Client Servicing Analyst

Dear Candidate,

Hope you are doing well.

Please find below the detailed Job Description for the Client Servicing Analyst role for your review.

Job DescriptionCompany Description:

As a leading global investment management firm, the company fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, it serves institutions, individuals, and private wealth clients in major markets worldwide. The ambition is simple: to be clients’ most valued asset-management partner.

Role Description:

The candidate will report to a Private Client Admin Team Manager and provide support to the Private Client Sales force. The Private Client Administration team acts as operational generalists and as a liaison between Sales, Portfolio Management, and Operations. The PCA plays a key role in nearly all aspects of the Private Client Business and will be responsible for servicing a designated client base. The candidate will play an integral role in the day-to-day servicing of Private Client accounts.

Key Responsibilities:

• Achieve KPI targets (TAT and accuracy) across all activities.

• Opening various types of new accounts and facilitating client onboarding.

• Initiating the opening of Alternative Investment accounts.

• Setting up Philanthropic Impact Fund accounts and maintaining in-depth knowledge of products.

• Addressing client inquiries regarding new account opening and statement delivery quality control.

What makes this role unique:

This role offers exposure to multiple areas within Private Client Operations and provides an opportunity to learn and grow within the department.

Professional Development Value:

Due to the multi-faceted nature of the role and the diverse teams involved, there are strong opportunities to develop skills across Operations functions such as Transfer Agency, Asset Management support (including asset transfers), Portfolio Management support, and broader administrative responsibilities.

Job Qualifications:

• Highly organized, detail-oriented, and efficient.

• Strong interpersonal and communication skills (written and verbal).

• Strong problem-solving and analytical skills.

• Ability to work in a fast-paced, deadline-driven environment.

• Strong multitasking, prioritization, and project management abilities.

• Ability to independently research and resolve issues.

Qualifications, Experience & Education:

• Bachelor’s or Master’s degree, preferably in Accounting, Business, or Finance.

• 3 years of experience in the financial services industry.

Skills:

• Working knowledge of Microsoft Office Suite (especially Excel, Word, and PowerPoint).

Work Shift Details:

• 7:00 PM to 3:30 AM for the first 4 months

• 6:00 PM to 2:30 AM for the subsequent 8 months

Looking forward to your response.