• Maintain client engagement and communications to establish professional relationships and be a point of contact
• Support the investment team in the review and evaluation of new investment opportunities
• Performing fund and company analysis, and preparation of financial models and analyses
• Contribute to the production of written communication materials in support of investment decisions
• Investment committee memos and PowerPoint presentations
• Support the investment team’s organization and monitoring of existing portfolio investments, reviews of quarterly and annual reports, monthly financials, etc.
• Organize and track the list of commitments, the status of subscription documents, and capital calls
• Assist in the development of reports to provide portfolio performance data, market research, and analytics, benchmarking, and other relevant information to senior management on an ongoing basis
• Processing Outsourced Service Invoicing for key accounts.
• Answering and resolving customer issues in relation to Outsourced Service Invoicing.

Skills: Client Engagement, Investment Support, Financial Analysis, Communication Material Production, Presentation Development, Portfolio Monitoring, Investment Tracking, Reporting and Analytics

• Maintain accurate Books & Records through detailed Reconciliation of client portfolios so can properly implement investment strategy.
• Open Domestic & Foreign Equity Accounts to increase assets under management.
• Help retain clients by providing excellent client service through effective client reporting and communication.
• Reconciliation of cash and transactions for domestic and multi-currency portfolios.
• Communicate with custodian banks to resolve discrepancies.
• Keep detailed records of investor level information.
• Work closely with third party fund administrators and custodians
• Effectively respond to all investor inquiries using available internal resources.
• Create custom reports as needed per client or internal requests.
• Review and maintain all account documentation.

Skills: Portfolio Reconciliation, Account Management, Client Retention, Cash & Transaction Reconciliation, Custodian Communication, Record Keeping, Fund Administrator Collaboration, Inquiry Response

• Walk a client through online portal so they are self-sufficient.
• Chat with a financial advisor on how to help a client complete first private equity investment.
• Email a client about the status of distribution request.
• Learn information about Unrelated Business Income Tax (UBIT) so that can better inform clients.
• Protecting clients’ information by following the regulation of the Gramm-Leach-Bliley Act.
• Provide information to a client about the regulation around having a parcel of property added to retirement account.
• Explain IRS rules associated with retirement accounts along with going over forms 1099-R or 5498 to clients.
• Can identify when a retirement plan may be dealing with a disqualified person resulting in a prohibited transaction.
• Strive to provide Gold Standard customer service to clientele.
• Maintain client confidentiality and assist in identifying potentially fraudulent activity.

Skills: Portal Training, Investment Guidance, Status Updates, UBIT Knowledge, Regulatory Compliance, Account Regulation Info, IRS Rule Explanation, Transaction Analysis

• Assisting with the creation and circulation of reports for both delivery and returns.
• Processing corrections on orders, review and issue of re-work instructions, corporate order management and tracking of sample requests.
• Driving the wholesale international and tasks to ensure timely dispatch of orders by way of liaising with site management, client key contacts and hauliers for collection 
• Liaising internally and externally to ensure stock for return to supplier is managed effectively.
• Management of contact center queries. 
• Interact with third-party service providers (i.e. outside custodians, reporting providers, and other advisors).
• Interface with money managers regarding investment activity.
• Work with the advisor and analyst to prioritize and execute on all client related tasks and requests
• Monitor client liquidity needs and daily account activity reports.
• Enter, track, and reconcile investment activity across proprietary database, various custodians and reporting provider.

Skills: Report Generation and Distribution, Order Processing and Correction, Logistics Coordination, Stock Management, Query Resolution, Third-party Service Interaction, Investment Activity Management, Client Task Execution and Monitoring.

• Responsible for a variety of client service, office administration, and marketing tactics for the firm. 
• Collaboration with other team members, this individual will serve as one of the primary faces of the team in creating a superior client experience.
• Greet clients, establish rapport, build relationships and provide a superior client experience within the office
• Maintain client information through light filing, scanning, and data management
• Maintain client touchpoint spreadsheet to ensure all aspects of the client service model are executed
• Assist clients and prospects with any needs they have while in the office
• Manage online newsletter and E-card system for clients
• Assist with social media presence of the firm
• Assist with the planning and execution of client events
• Work with the home office and other resources to maintain the firm’s website and online presence

Skills: Client Service Management, Office Administration, Relationship Building, Data Management, Spreadsheet Maintenance, Digital Marketing, Social Media Coordination, Event Planning.

• Deliver prompt, convenient, and professional customer service to assigned clients
• Provide front-line consultative customer service for client inquiries via email and phone
• Determine customer goals, challenges, needs and requests utilizing product and industry knowledge to provide solutions and initiate orders
• Proactively manage the order process, probe for cross-selling opportunities and develop positive working relationships with clients and strategic partners     
• Subject matter expert of the department, company and industry
• Promote additional offerings to meet client needs
• Successfully manage transactions
• Be an ambassador for Computershare within the industry
• Client reports - monthly, quarterly and annual coordination
• Populate and process documentation for account opening, investments, money movement, and other account maintenance.

Skills: Customer Service Excellence, Consultative Communication, Needs Analysis and Solution Provisioning, Relationship and Network Building, Industry Expertise, Sales and Cross-Selling, Transaction Management, Report Coordination

• Reviewing mortgage loan files for completion and accuracy and updating loan files
• Data entry support for the loan servicing department
• Responding to requests and inquiry from client companies
• Serve as the liaison between the clients and other internal departments
• Provide clients with top-tier service
• Support advisors on all aspects of servicing clients
• Timely and accurate processing of cashiering and journals
• Prompt and accurate set-up of new clients and accounts
• Coordination of tax reporting and payments, including 1099’s and required minimum distributions
• Based within a team, administering new client pensions, investment, and risk contracts

Skills: Loan File Management, Data Entry, Client Communication, Internal Liaison Coordination, Client Service Excellence, Financial Advisory Support, Transaction Processing, Account Setup

• Review of due diligence and KYC documents for new clients for onboarding
• Assist clients in setting up new structures
• Review of administration agreement, Constitution, Private Placement Memorandum
• Assist in preparation of incorporation pack for Mauritius global business companies, authorised companies, open and closed-end funds, BVI entities, Cayman entities
• Liaise with the regulators for incorporation and licensing
• Assist in bank account openings for clients
• Supporting advisers that provide state of the art investment portfolio construction, cashflow planning and modelling, pension and retirement planning, inheritance tax and estate planning and capital protection
• Servicing existing client arrangements
• Liaise with product providers and strategic partners
• Updating client and product records

Skills: Due Diligence and KYC Compliance, Client Onboarding, Legal Document Review, Incorporation and Licensing Procedures, Banking Coordination, Financial Advisory Support, Client Relationship Management, Record Keeping and Data Management.

• Supporting the team with a variety of business-critical administrative task.
• Identifying and solving issues according to policies, procedures and checklists.
• Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter, or email.
• Constant focus on providing 1st class customer service to ensure that the business is highly valued by its clients.
• Actioning items efficiently in line with the service level agreements (SLA’s)
• Daily banking of cheques and collating client payments direct into bank account.
• Problem solving and sourcing materials to provide appropriate information 
• Developing new processes and challenging existing ones, to maximise efficiency and accuracy.
• Taking incoming requests from the team and external clients to support with queries.
• Contacting relevant parties to obtain information via telephone, email, or letter.

Skills: Business Administration, Issue Resolution, Documentation Management, Customer Service Excellence, SLA Adherence, Financial Transactions Handling, Problem Solving and Process Improvement, Communication and Information Gathering.

• Dealing with Life Insurance products for all clients.
• Processing new applications and existing business claims and policy alterations.
• Review and respond to all customer queries received in writing or by phone in an efficient and timely manner.
• Provide excellent customer care to all customers.
• Production of high-quality and accurate client documentation, in local languages in a timely manner.
• Maintaining a professional approach to all duties and maintaining client confidentiality.
• Taking responsibility for any tasks performed for and on behalf of the department.
• Adhering to SLA and team targets and ensuring best practices with customers.
• Daily management of cash process, collating client payments.
• Managing the data cleansing of systems to ensure information is accurate and compliant.

Skills: Life Insurance Product Knowledge, Application and Claim Processing, Customer Inquiry Response, Customer Care, Documentation Accuracy and Production, Professional Conduct and Confidentiality, Task Responsibility, Compliance and Data Management

• High level of attention to detail
• Ability to work both independently and within a team
• Ability to follow procedures and recommend changes when improvements are identified
• Strong PC skills with a high level of familiarity with MS Office products
• Possess and display a positive, enthusiastic attitude & strong work ethic
• Be self-motivated and proactive
• Strong written and verbal communication skills
• Possess the ability to work well under pressure, maintaining professionalism and focus on quality
• Flexible and ‘can do’ attitude.
• Ability to hear, speak, and use hands to type and write

Qualifications: BA in Psychology with 2 years of Experience

• An outgoing, professional and corporate individual
• Highly organised and a team player
• Excellent attention to detail
• Task focussed, and the ability to prioritise
• The ability to work across multiple stakeholders
• Strong client relationship skills and strong MS Office skills
• Outstanding communication and customer service skills
• Ability to handle customer inquiries via telephone and email.
• Knowledge of multi-line phone systems
• Ability to sit for extended periods of time while working at a computer

Qualifications: BA in Management Information Systems with 2 years of Experience

• Experience in a community/home health services agency
• Must have outstanding interpersonal skills.
• Must have outstanding organizational skills.
• Must be willing to make professional outgoing and incoming calls.
• Knowledge and ability to expertly use all MS Office suite (Word, Excel, PowerPoint)
• Knowledge of order processing and fulfillment processes and procedures
• Strong attention to detail
• Familiarity with IRS Regulations related to distribution, re-characterization, conversions and transfers
• Ability to be flexible and work in a team environment. 
• Enjoy solving problems, taking on difficult challenges and finding creative solutions. 

Qualifications: BA in Human Resources with 3 years of Experience

• Ability to keep cool under pressure, patient, and stay level-headed.
• Enjoy working in a team environment and want to do nothing more than provide Gold Standard customer service.
• Can take an unhappy client and attention to detail
• Have high emotional intelligence and are able to manage challenges and adversity in a way that allows to positively navigate stressful situations.
• Self-motivation and drive for excellence 
• Strong time management skills to adhere to critical deadlines 
• Continual desire to increase knowledge base 
• Energetic and positive attitude 
• Excellent verbal and written communication skills 
• Microsoft Office experience. 

Qualifications: BA in Finance with 1 year of Experience

• Excellent verbal/written communication skills
• Critical thinking and attention to detail are required to appropriately recommend the best solutions to meet the needs of clients and branch teams as well as to avoid business risk
• Understanding various securities as well as functions of the business is critical
• Organizational skills and time management skills
• Ability to prioritize work across multiple workstreams
• Must be able to multi-task and follow up appropriately to take issues to resolution
• Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information
• Proficiency in procedures and systems used by the department(s) with whom Service has a dependency
• Strong computer skills are required, including effective use of Microsoft Office applications and Internet Explorer in all areas as well as other browsers (e.g. Mozilla, Chrome, Safari, etc.).
• Must be able to learn and apply technical information relevant to the job.

Qualifications: BA in Hospitality Management with 3 years of Experience

• Experience in portfolio administration, custody, client services
• Experience in investor relations, operations, or a similar role
• Knowledge of the cash reconciliation process and strong knowledge of mutual funds and UCITs 
• Proficiency in Excel, individuals will need to know how to navigate an Excel spreadsheet and utilize formulas
• Ability to multi-task and absorb information quickly, must be a true team player, comfortable communicating with upper management, and “no task too small” mentality
• Excellent organizational and time management skills, strong writing skills
• Ability to work in a team environment
• Familiarity with Fiserv’s APL and Longview Trading Systems 
• Familiarity with industry terms and standards
• A strong aptitude for learning.

Qualifications: BA in Customer Service Management with 2 years of Experience

• Experience in administrative responsibilities 
• Proficiency in Microsoft Office, Adobe Programs, data entry, CRM software (Microsoft Dynamics preferred), and social media sites (LinkedIn, Facebook, Twitter, and Instagram)
• Excellent oral and written communication skills to effectively communicate internally with team members and externally with clients and prospects
• Ability to work both independently and in a team
• Strong problem-solving abilities and experience working in a complex, evolving industry with the ability to think “outside the box” to solve problems
• Ability to establish instant credibility with clients and prospects
• Excellent organizational skills to manage multiple diverse projects and assignments in a timely and quality manner
• Superior attention to detail with the ability to work with a high degree of accuracy
• Ability to embrace change and work in a fast-paced environment
• Ability to maintain confidentiality

Qualifications: BA in Public Relations with 4 years of Experience

• Strong personal computer skills including Microsoft Word and Excel
• Excellent written and verbal communication skills
• Attention to detail and strong organizational skills
• Strong work ethic and ability to prioritize multiple projects
• An entrepreneurial spirit and passion to serve clients
• Attention to customer focused
• Excellent administration skills and must be able to demonstrate good attention to detail.
• Experience with Medical Terminology and office experience
• Experience as an EMT, Paramedic, LPN, Med Tech, CNA, or Medical Assistant
• Experience working in a Customer service-focused role.

Qualifications: BA in Marketing with 1 year of Experience

• Experience in the Insurance Industry or Client Services
• Knowledge of legislation, Insurance Products
• Intermediate English, written and ideally spoken
• Previous administration of office-based experience
• Basic MPF knowledge
• Proficiency in English, Cantonese, and Putonghua
• Strong analytical skills, attention to detail, and judgment capability
• Ability to work in fast-paced, high demand environment
• Knowledge and understanding of insurance regulations as pertains to Certificates of Insurance and Auto Identification cards issuance
• Ability to maintain a high level of confidentiality

Qualifications: BA in Communications with 3 years of Experience

• Knowledge and understanding of insurance contracts and provisions
• Experience in a financial services company (especially insurance).
• Ability to work within an internationally diverse marketplace
• Ability to manage time and plan activities to effectively meet deadlines.
• High levels of motivation, with an ability to work on own initiative and as part of a team
• Strong Knowledge of Microsoft Office (Excel, Word)
• Good interpersonal and problem-solving skills
• Confident and professional communication skills
• Great attention to detail and organization skills
• Must be able to multi-task, be organized

Qualifications: BA in Business Administration with 2 years of Experience