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Client service @ Foreign Asset Management firm
About Our Client
・ Managing client relationships by serving as primary point of contact with clients
・ Providing a full range of services, including executing trades, answering client inquiries for fund/portfolio information and literature,
and acting as the point person for any client-related issues
・ Communicating and working closely with the sales force to provide high quality service to our clients
・ Support investor's trade processing and settlements for our domestic and offshore product offerings.
・ Drive timely resolution of issues related to client servicing, client money movement, and other operational areas
・ Support the fund setup and client account opening (including AML and KYC requirements) and implementation process for
Japanese domestic fund, offshore fund, and alternative investment products for institutional clients.
・ Control oversight including regulatory and company compliance standards, including Sarbanes-Oxley.
・ Report creation for regulatory reporting, client specified reporting and internal management reports.
・ Work on local efficiency improvement initiatives and global projects as necessary
・ Conducting complete diagnosis of most business problems, factoring in a seasoned understanding of the processes and systems
in the department.
The Successful Applicant
- working experience around 7-10 years
- working experience at asset management being charge of processing investors cash flow (subscription and redemption to a fund)
- knowledge of Japanese mutual funds
- knowledge to use TSTAR & FundWeb
What's on Offer