Proxymity

Client Services Representative

• - Be the first point of contact between our clients and the business
• - Review, respond and resolve client enquiries within agreed SLA’s
• - Build and maintain productive working relationships with clients and other stakeholders to build trust and foster positive collaboration
• - Conduct thorough root cause analysis and query trending to identify strategic remediation actions
• - Understand and track current and future workloads
• - Execute daily tasks with a client focused approach
• - Work in partnership with global operations and client service hubs and other internal stakeholders
• - Ask questions to challenge the status quo
• - Identify opportunities for process, platform and control environment improvements
• - Participate in improvement projects and operational testing as necessary to support the change agenda
• - Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• - Proactively seek opportunities for self-improvement
• - Understand the goals and objectives of the team, ensuring personal contributions and work execution align
• - Assist with the training of new employees to the team
• - Create a culture of inclusion and belonging, leading by example
• - Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• - Be an ambassador for the team, Client Services and Proxymity, always

Client Service Associate

Account Manager

• Establish and maintain relationships with multiple levels within the client organisation, whilst cultivating these relationships to a higher level. This includes organising and running a series of regular client meetings from monthly service reviews, senior steering committee meetings and annual relationship reviews. Act as primary owner to resolve open action items.
• Build and foster relationships across the client organisation, including with Product, Operations, Technology and Compliance, using these relationships to influence good outcomes for the client and Proxymity.
• Build and maintain relationships with issuer agents in the region, acting as a trusted partner for business development opportunities and senior point of escalation.
• Build, maintain and drive account plans for clients ensuring a good understanding of their business needs and our solutions, whilst constantly working to match these and expand the business relationship.
• Collaborate with an existing base of financial intermediaries to ensure widespread adoption of the Proxymity platform by their respective custody and other relevant business lines.
• Identify areas of growth and opportunity with new client segments via inquisitive and interactive discovery of their needs.
• Work with management to refine and execute the sales and marketing strategy for the APAC region.
• Regular reporting to Proxymity management on the status of your client portfolio, challenges, and emerging opportunities.
• Take active roles in local advocacy and become a recognised market participant and thought leader.
• Collaboration with the Proxymity marketing team to evolve marketing collateral and narratives for the financial intermediary client segment, as well as help in the planning of client events in the region.
• Build a deep understanding of the Proxymity value proposition and product lines with a view to marketing our solutions and developing new ones into existing client portfolios.
• Negotiation and execution of contracts with existing and new relationships

Client Service Associate

Relationship Manager