Client Servicing Associate (Financial Markets)
Core
Deliver operational support and resolve inquiries for global insurance clients regarding front-back office asset management operations, investment accounting, and reporting.
Role type
Client Servicing Associate (Financial Markets)
Builds
Operational support for Unit Linked Fund (JUMP ULF) insurance clients
Domain
Insurance / Financial Markets / Asset Management
Deliverable
client delivery
Required skills
Investment accounting, Fixed income, Equity investments, Reconciliation, Microsoft Office, Problem-solving
Preferred skills
Insurance market concepts, Training junior staff
Technologies
Proprietary internal tools, Third-party market data sources
Responsibilities
Manage client inquiries on investment accounting and asset classes, Deliver timely financial statements and analytics reporting, Complete operational tasks like account setup and reconciliation validation, Validate investment data against market data sources, Manage workflow based on productivity metrics, Assist in training junior team members
Seniority
Individual Contributor