Client Services Associate

Overview

Support the North America Advisor and Intermediary Solutions business by assisting sales teams with client service, data preparation, and practice management initiatives for financial advisors and end investors.

What you'll do

• Provide reactive and proactive support for Sales, National Accounts, Personalized Managed Accounts, Portfolio Consulting, and Business Solutions Teams.
• Support the proposal, opening, maintaining and closing of Personalized Managed Accounts, including converting large data sets from PDF to Excel, scrubbing data, running proposals, and coordinating the account opening process and transactions with the Personalized Managed Accounts Services team.
• Identify and solve reconciliation questions, understand plan administrators' tools, dashboards and systems, and research distributor questions and inquiries using a variety of internal and external systems and resources.
• Escalate operational, client service and technical issues as necessary.
• Efficiently and effectively prepare mutual fund, model strategy and separately managed account data prior to uploading to third party data platforms accessible to financial advisors, key account decision-makers and end investors.
• Run and format Custom Business Analyses for the practice management team's use with financial advisors.
• Perform other duties as assigned.

What you'll need

• One or more years of client service and financial industry experience, including experience in an operations-based financial environment.
• Bachelor's degree.
• Knowledge of global capital markets, the wealth management industry, and investment vehicles commonly used by financial advisors (e.g., mutual funds, model strategies, separately managed accounts).
• Excellent listening and written communication skills; ability to follow written procedures.
• Ability to thrive in a team environment while also working independently.
• Capacity to establish and manage a process under deadlines, with time management and organizational skills; ability to manage multiple responsibilities and changing priorities.
• Demonstrated proficient analytical and technical skills, including working with various software products such as the Morningstar suite of products (in particular Morningstar Direct) and Microsoft suite of products (in particular Microsoft Dynamics, Excel, Outlook).

Details

• Location: Mumbai office, based in Goregaon (East).
• Reporting to: Manager, Client Services.
• Shift: US shift, 5:30 pm to 2:30 am IST.