Senior Manager – Transaction Banking (Trade Finance and Cash Management) – Product Development/Operations/Client Services recruitment
Reporting to the COO of the bank this role will work closely with front end sales and operations team/s to develop these Transaction Banking products and services and ensure the availability of the appropriate systems and operating procedures . This will involve ongoing product / process re-engineering, and providing marketing assistance for the refinement of existing products and development of new TB products for the bank.Role Description:-Conduct research on new product development, market situation on a continuous basis.-Participates in units business and strategic plans discussions, Read more […]
INTERNSHIP – Client Services recruitment
This position will report directly to the Head of Client Services and will have exposure to Client Relationship Managers / Sales as it relates to on-boarding of new clients. This intern position is one year in length.Responsibilities:* Develop a solid understanding of the firm’s funds, products, and services* Help respond to clients’ requests on a timely basis via email and/or phone in consultation with the Head of Client Services* Manage weekly and monthly mailings of reports to clients* Assist with client on-boarding, including identifying potential marketing material, initiating KYC, and Read more […]
Tax Manager – Client Services recruitment
My client is a leading international tax solutions provider. A fantastic opportunity has arisen for an energetic and enthusiastic tax professional to move into a corporate role and work directly with the business in driving business growth and solution delivery. The all-encompassing role includes the following facets:Client Service Relationship Management Implementation, Customisation Consulting Projects Business Development Product Development Training Team management Your primary responsibilities will include: Manage a client portfolio Proactively explore opportunities to improve Read more […]
Trust Director – Client Services recruitment
A leading wealth management organisation requires a director for its office in Mauritius. The role requires responsibility to ensure the provision of a quality service through developing and maintaining relationships with existing and prospective clients, as well as an appropriate knowledge of global financial investment developments.The Trust Director will provide leadership, mentoring and coaching and provide direction to the administration teams in respect of key clients and being available to participate in direct contact with key clients. The ideal applicant will have a proven success record Read more […]
Associate, Client Services recruitment
Department OverviewMarkitSERV Client Services provides operational day-to-day customer support for all services supported within MarkitSERV’s suite of products. The Client Services group works closely with Product Management, Client Account Management, Business Development and IT to ensure timely and accurate responses to customer inquiries. The group is also responsible for incident reporting and escalation. Duties and AccountabilitiesDevelop and maintain strong client relationships.Monitor client query queues, diagnose and resolve any resulting exceptions or errors and work with internal Read more […]
Client Services recruitment
Client Services This is an excellent opportunity for career minded individuals to work for a leading investment management firm in a Client Service focused role. The successful candidate will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers. Key Responsibilities Provide resolutions on customer accounts Respond to customers by letter, email and telephone. Identify improvements that can be made to processes and procedures to prevent future occurrences of these issues. All interactions with the customer must be handled Read more […]
Associate Director, Client Services recruitment
Founded in 1936, Russell Investments is a global financial services firm that serves institutional investors, financial advisers and individuals in more than 40 countries. Through a unique combination of interlinked businesses, Russell delivers financial products, services and advice. A pioneer, Russell began its strategic pension fund consulting business in 1969 and today is trusted by many well-known worldwide institutions for investment advice. Headquartered in Seattle, Washington, USA and with offices in major financial centers worldwide, Russell has $137.6 billion in assets under management Read more […]
BDO Account Manager – Client Services recruitment
Purpose of Position The purpose of the role is to maintain service quality to Broker Dealer Outsource (BDO) clients by acting as the account manager for nominated clients. Monitor daily exceptions for settlement activities in all markets with a particular focus on the UK market which represents over 50% of activity; this will include all aspects of the business including Market charges, FX, Stamp and day to day queries. A key part of the role will be to identify settlement problems before they impact on the client and to deal directly with clients/market to resolve. This role requires strong Read more […]
Senior Account Executive – Client Services recruitment
Senior Account Executive (Client Manager) Client services, Account management, new business, relationship management, institutional clients, senior client manager, strategy Company The company is an International multi-fund Asset Management firm dealing with institutional clients. Role An asset management firm is seeking an experienced individual in Client services and/or Relationship Management, from an Asset Management background. The position will require direct contact with institutional clients, communicating the firm’s investment strategies and philosophy. The successful candidate will Read more […]