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ƒPosition Description„
Client Service is a mid-level position in Relationship Team. Client Service is expected to maintain an important client/Investment Managers of Trust Account contact and be responsible for the overall relationship of the client/investment managers including service related matters, change management, incident management as well as expansion of existing relationship through introduction of new products, and to drive our service coverage in line with the clientfs strategy thus maximizing P/L of the account. The Client Service would be allocated a number of investment managers based on size, product coverage and other factors. It is also required to work closely with Relationship Manager (RM), Operation in charge of individual products they cover, to ensure day-to-day engagement with the clients/Investment Managers by Client Service is in line with the overall strategy of the client.

ƒResponsibilities„
œReport to Vise President of Client Service Team and work closely with not only other Client Service Staffs but Relationship Management, Operation and other departments (Risk, Legal, Compliance) to ensure client satisfaction is maintained
œManage daily calls and emails for various inquiries, change requests, etc from Investment Managers
œMonitor service quality and all communications (incl. outstanding items) with Investment Managers of Trust Account
œPrepare periodical service review report for Investment Manager of Trust Account
œConduct periodical service review meeting with Investment Manager of Trust Account in order to present and assess the quality of operational services and satisfaction
œMaintenance of Trust Account profile and Investment Manager related documents
œReport to client periodically (monthly, quarterly, annually) with reporting format defined by the client.
œConduct periodical survey with Investment Manager of Trust Account to get assessment for our service and points to be improved
œConduct analysis against survey result and provide feedback to relevant departments to discuss improvement plan
œReceive and evaluate change requests (e.g. ISDA/CSA, Futures agreement), and to coordinate with internal relevant departments, in order to maintain the balance of overall service quality against profitability of the account
œWork closely with Global AMS(Asset Manager Service) team for specific Investment Manager

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ƒExperience / Qualification / Key Skills / Attributes„
œ3 years plus client service, global operations or relationship management related experience and/or capability, preferably in Trust or asset management industry

œStrong client oriented mind set
œGood external and internal communication skills
œPreferably 3 years plus team management experience
œStrategic and analytical skills to develop effective client engagements
œAdministrative skills to effectively manage operational requests and issues
œSelf-developing mind set
œA quick learner to obtain wide range of industry and product knowledge in a fast changing global environment
œCapable of using English and Japanese in both speaking and writing

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