Sales and Service Client Services, Associate 2

Position Summary

The Offshore Fund Focus Client Services Associate 2 is responsible for delivering high-quality client service support to offshore fund clients, serving as a key point of contact for operational inquiries and service-related matters. The role works closely with internal operational teams, global client service teams, and product specialists to ensure timely resolution of client requests and to support business growth initiatives.

Key Responsibilities

Client Management

• Serve as a primary contact for designated offshore fund clients.
• Build and maintain strong relationships with clients and internal stakeholders.
• Coordinate and facilitate client meetings, service reviews, and follow-up actions.
• Support new business opportunities and client onboarding activities.

Client Inquiry Management

• Manage day-to-day client inquiries from clients related to responsible offshore funds
• Coordinate with Global Delivery and product teams to investigate and resolve issues.
• Monitor open inquiries and provide timely status updates to clients.
• Escalate critical issues appropriately and drive resolution.

Service Delivery and Oversight

• Ensure delivery of consistent, high-quality client service.
• Monitor service levels and identify opportunities for service enhancement.
• Support implementation of new products, services, and operational changes.
• Participate in client transition and conversion projects as required.

Operational and Project Support

• Partner with internal teams across Operations, Global Delivery, Product, and Relationship Management.
• Assist with special projects, process improvements, and strategic initiatives.
• Support development of scalable client service models and operating procedures.
• Contribute to risk management and control activities.

Reporting and Communication

• Prepare client reporting and service review materials.
• Track and communicate key client issues, risks, and action items.
• Maintain accurate documentation of client interactions and service commitments.

Required Qualifications

• Bachelor's degree or equivalent experience.
• 2–5 years of experience in financial services, custody, fund administration, asset servicing, or client service.
• Understanding of offshore funds, global custody, investment operations, or related products.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office applications.

Preferred Qualifications

• Experience supporting offshore fund clients.
• Knowledge of custody, settlements, cash management, FX, corporate actions, and fund operations.
• Experience working with global and cross-functional teams.
• Japanese and English language proficiency.

Competencies

• Client Focus
• Ownership and Accountability
• Effective Communication
• Collaboration and Teamwork
• Problem Solving
• Continuous Improvement
• Risk and Control Awareness

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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