Russell Investments
Financial Services
ClientServicesAssociate
“Client Services Associate at Russell Investments. Skills: Client service, Accuracy, Attention to detail, Process improvement. Provide daily support for client service. Provide daily support for client administration”
What You'll Achieve.
Strengthen client relationships; Client retention; Enhance efficiency; Enhance service quality; Enhance consistency; Minimize risk; Minimize error; Flawless execution of client deliverables; Flawless execution of reporting; Flawless execution of service requests; On-time execution of client deliverables; On-time execution of reporting; On-time execution of service requests; Allow relationship team to conduct business in an efficient manner; Allow relationship team to conduct business in a professional manner; Allow relationship team to conduct business in an organized manner
Industry & Context.
Solves and analyzes problems effectively; Process for decision-making; Proactive approach to problem-solving; Demonstrated proactive approach to problem-solving; Judgment and decision-making capability
US (5:30 pm - 2:30 am IST) (India) Shift
What They're Looking For.
Must Have
Bachelor's degree, 3-5 years of experience of client service work in the asset management or financial services industry, Exceptional attention to detail, Commitment to accuracy, Advanced Excel, Advanced PowerPoint, Advanced Adobe PDF, Organizational skills, Ability to manage multiple projects with tight deadlines, Solves and analyzes problems effectively, Process for decision-making, Excellent oral and written communication skills, Ability to effectively communicate with internal and external contacts, Experience in the financial services industry, Ability to coordinate department projects, Proactive approach to problem-solving, Continuous improvement
Nice to Have
client service work in the asset management or financial services industry
What You'll Do.
Provide daily support for client service
Provide daily support for client administration
Support client-facing associates with materials
Support client-facing associates with data
Support client-facing associates with reporting
Support client-facing associates with follow-ups
Execute tasks requiring high accuracy
Execute tasks requiring quality control
Execute tasks requiring adherence to processes
Update client materials
Coordinate client materials
Provide support for client related activities
Serve as subject matter expert for P8
Serve as subject matter expert for Salesforce
Assist in department projects
Assist in quarterly client tracking
Assist in large client mailings
Assist in maintenance of Business Continuity Plan
Provide proactive support on daily tasks
Coordinate client information to internal stakeholders
Communicate client information to internal stakeholders
Assist in management of client reporting deliverables
How You'll Work.
Team & Collaboration
Works collaboratively across GTM, finance, marketing, product, investment, data teams, external vendors, and other enterprise partners; Gain a comprehensive understanding of business processes; Effectively support client and business needs; Communicate with internal and external contacts; Interpersonal communication with all levels of management; Collaboration with all levels of management; Collaborative team-player
Communication Scope
Excellent oral and written communication skills; Ability to effectively communicate with internal and external contacts; Interpersonal, oral, and written communication skills with all levels of management
Process & Methodology
Manage multiple projects with tight deadlines, Coordinate department projects, Assist in ongoing/ad-hoc department projects
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