Senior Client Service Associate
Bengaluru Area, India
Acts as a point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, Global CoE’s and Off-shore operations as it relates to the overall service delivery for your clients. Ensure that the Net Asset Values of the client’s portfolios are accurately calculated and disseminated in a timely manner.* Online support for various client-facing applications, set up, training, resolving data integrity issues… Show more Acts as a point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, Global CoE’s and Off-shore operations as it relates to the overall service delivery for your clients. Ensure that the Net Asset Values of the client’s portfolios are accurately calculated and disseminated in a timely manner.* Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts. * Production of client-customized reporting; collection of data and production of customer report cards. * Identify and resolve work processing issues, making suggestions to streamline operations. * Monitor day-to-day service delivery of BU Shared Service and CoE’s for assigned accounts. * Respond in a timely manner to inquiries from operational CoE’s, BU Shared Services and BU Client Service. * Evaluate and establish standards and complete staff PPR’s semiannually. * Identify and implement consistent operational best practices. * Build and maintain strong client and inter-departmental relationships. * Provide timely and accurate customized client reporting. * Validate, approve and distribute monthly invoices as necessary. * Elevate unresolved issues/problems to Officer/AVP. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. Show less
