Client Services Associate
Core
Central point of contact for Australia/New Zealand clients and distribution partners, managing the client lifecycle and serving as the first escalation point for service delivery issues.
Role type
Client Services Associate (Financial Services)
Builds
Client relationships, service delivery, and sales support activities for institutional and wholesale clients.
Domain
Financial Services (Wealth Management, Investment Management, Wholesale)
Deliverable
client delivery
Required skills
Client servicing, sales support, client lifecycle management, stakeholder liaison, complex project coordination, regulatory document handling (IMAs, NDAs), RFP/RFI coordination, meeting scheduling
Preferred skills
Experience in Australia/New Zealand markets, Asia ex-Japan region, matrixed corporate environments
Technologies
None stated
Responsibilities
Coordinate client take-on and off processes, liaise with legal regarding client agreements, manage complex client queries requiring multi-department input, schedule and attend client meetings with Relationship Managers, support RFP/RFI/due diligence processes, provide marketing materials and reporting
Seniority
Mid-Senior, hands-on IC