Manager - Client Services
Core
Support institutional investors and distributors in Japan with client inquiries, mandate responses, and value-added support to drive business growth.
Role type
Manager, Client Services (Institutional)
Builds
Long-term client relationships and consistent service experiences for institutional investors and asset managers.
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
client needs assessment, stakeholder partnership, investment strategy knowledge, regulatory compliance, business growth identification, project management
Preferred skills
investment product launch/modification experience, generative AI tool familiarity, CFA/CMA/CAIA certification
Technologies
PowerPoint, Excel, Word, ChatGPT, Copilot
Responsibilities
Respond to client and mandate-related inquiries, partner with sales and investment teams to address client needs, identify cross-sell opportunities, lead responses to client needs across offices
Seniority
Mid-Senior Level
