Client Service Account Manager – Offshore Funds

職種

• その他金融資産運用

• 金融バックオフィスカストディ

• 信託

仕事内容

As a Client Service Account Manager (CSAM) in Securities Services, you will have responsibility for a book of Offshore Fund clients. As the CSAM servicing these clients you will have ultimate ownership for your clients’ satisfaction with our products and services. CSAM foster close relationship with their clients, understand requirements and expectations, take accountability for the resolution of issues & through proactive client management, cultivate long term partnership with /clients. CSAMs also foster relationships with Sales, Product & Operations, and other groups locally, regionally, and globally in service delivery to the client. Responsibilities •　Client focus, develop a partnership approach with clients and their vendors and administrators to understand their operating and strategic business model to foster long term relationships. •　Full accountability for the service delivery relationship with clients. Building relationships to understand client requirements and expectations & coordinating service delivery across all products and services. •　Act as key contact and escalation point for service delivery issues for internal teams & clients •　Drive resolution and management of client queries, delivery issues and tracking of progress; leveraging internal teams as appropriate. •　Manage change process & projects , whether client requested , or us driven , including automation/ standardization efforts. •　Lead in-person meetings with clients to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure the client’s ongoing satisfaction with us. •　Maintaining client profile for your assigned book of business. •　Completing periodic relationship reviews for your clients. •　Monitoring and managing billing for accuracy on a monthly and annual basis. •　Coordinating client training for proprietary our technology.

求める能力・経験

• Bachelor’s degree or higher • Seeking candidate with 5 or more years of experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, or other financial markets organizations servicing clients. • Strong Offshore Funds experience. • Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, Transfer Agency, and Investment Information Services. • Strong written and oral communication and presentation skills. • Fluent in Japanese & English (business level)

語学

英語でビジネス会話が可能、英語でネイティブレベルで会話可能

学歴

4年制大学、大学院（その他専門職）、大学院（法科）、大学院（MBA/MOT）、大学院（修士）、大学院（博士）

雇用形態

正社員

契約期間

無

試用期間

有 試用期間月数: 3ヶ月

給与

1,000万円〜1,700万円

勤務時間

休日・休暇

社会保険

備考

ご経験と現在の年収により変動

配属先

転勤

住所

東京都千代田区

制度

その他

制度備考