Client Services Representative

• Assist with a wide range of client administrative tasks
• Provide Transfer Agency administrative duties to a portfolio of clients
• Process investor transactions and distribute contract notes and statements to investors
• Attend to day-to-day queries and issues of investors
• Process wires for investments/redemptions and expenses on a regular basis
• Assist in preparing monthly statistics/KPI for Senior Management
• Interact closely with several service providers and transaction counterparties
• Maintain positive and productive working relationships with internal and external clients
• Comply with company policies and procedures and adherence with relevant administration procedure manuals
• Participate in ad hoc projects or matters

Senior Client Services

Client Services Associate

Client Care Specialist

Client Service Administrator – Mission

Tax Partner – High Net Worth, Private Client Services

T&T Manager – Organization & Work Transformation – Japanese Client Services