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Director, Client Service Manager, GCSEA Institutional Clients

Director, Client Service Manager, GCSEA Institutional Clients

BaringsHong Kong
30 天前
职位描述

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

The main purpose of this role is to be responsible for the successful resolution of day-to-day investment, administrative and operational client queries, acting as the key daily contact point for designated institutional clients in Hong Kong, China and Southeast Asia.

This will require commitment and accountability for the success of regular client interactions, as well as responsiveness and strong communication with each client and the distribution partners. It will also require effective liaison with business partners across Barings, to leverage expertise and deliver exceptional client service for the best client experience.

Principal Responsibilities

Client Service

Work closely with distribution partners to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels.

Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including distribution, CPM, product management, client reporting, onboarding, investor relations, legal, compliance, data, technology and operations as needed to resolve queries and issues.

Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely.

Deliver client communications on regular and key events, working with internal business partners including distribution, CPM, product management, marketing, communications, legal and compliance to agree messaging and timing. Examples include :

  • Clientreporting
  • Keypersonnelchanges
  • Organizationchanges / developments
  • Webinarinvitations
  • Shareholdernotices

Host / attend client meetings, client trainings and virtual calls when required, coordinating the agenda and materials when agreed with distribution / investment partners. Coordinate, prepare and host client operational due diligence meetings.

EnsuresystemssuchasClient360andSalesforceareupdatedwithallrelevantclient data, information and interaction, alongside proactive communication with key stakeholders on issues, opportunities and developments. Maintain accurate client distribution lists.

Overseeclientservicelevels-coordinateinitialassessment,monitoronanongoing basisthroughClient360database, utilize agreeddemandmanagementprocessfor additionalservicingrequestsandescalateissuesrelatedtochangesinclientservice levels.

Oversee delivery ofclientreportingtoagreedtimingsandusingappropriatesuiteofreports. Ensuredemandmanagementprocessisfollowedforallneworenhancedreporting requests.

Strategic Projects

Contribute proactively to plans and projects to improve client experience and engagement.

Qualifications

More than 10 years of experience in a previous Institutional Client Service role or a combination of Institutional Client Service and other functions within Asset Management

ExperienceofprovidingexcellentclientservicetoclientsinHongKong,Chinaand / orSoutheastAsia

EducatedtoBachelordegreelevel

Goodunderstandingof both public and private investmentproductsandconcepts

Stronginterpersonal,writtenandverbalcommunicationskills

Abilitytoworkinadeadlinedrivenenvironmentandcompletetasksthathavehighvisibility

Demonstratedinitiativeinproblemsolvingandsuccessfulprojectmanagement

Effectivecollaboratorwithanabilitytoworkwithmultipleteams,clients,andinvestmentprofessionals

Adesiretomakeanimpactaspartofaclientfacingfunctionandafast-pacedandcollaborativeteamenvironment

ExperiencewithSalesforceCRMis advantageousbutnotessential

Barings is an Equal Employment Opportunity employer; Minority / Female / Age / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran. We welcome all persons to apply.

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Client Institutional • Hong Kong