Maintain expert knowledge on the specific characteristics and features of the various portfolios for which the vice-president is responsible, with a view to responding promptly and effectively to any client requests for quantitative and qualitative information (returns/products/strategies/transactions/administration), including LDI and alternative products strategies;
Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance);
Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department);
Record and update client contacts and other related information in appropriate CRM system;
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by vice-presidents;
Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines;
Build presentations and prepare documents for quarterly client meetings as required;
Collaborate with other members of the Institutional Markets team on common projects (special events, process enhancements, etc…) and provide back-up to other Client Service Associates when necessary.
● 职位要求：
工商管理或相关专业本科以上学历;
5年以上金融服务行业客户服务支持相关工作经验;
有为机构客户提供服务支持的经验者优先;
良好的沟通和人际交往能力，精通法语和英语;
对金融行业、投资组合和产品有全面的了解;
了解LDI战略将被认为是一项重要的资产;
具备CRM系统知识为佳;
熟悉Microsoft Windows (PowerPoint,Excel, Word, Outlook)
● Requirements：
Bachelor’s degree in Business Administration or related field;
Enrollment or completion of CSC is an asset.
Minimum 5 years of relevant experience in a client service support function within the financial services industry;
Previous experience providing client service support to institutional clients is preferred;
Effective communication and interpersonal skills, fluently both in French and English;
Thorough knowledge of the financial industry and of investment portfolios and products;
Knowledge of LDI strategies will be considered an important asset;
Exemplary service orientation and sound judgment;
Ability to handle multiple tasks while maintaining high degree of accuracy and attention to details;
Autonomous, innovative, proactive and sense of urgency;
Knowledge of CRM systems is an asset;
Strong knowledge of Microsoft Windows (PowerPoint,Excel, Word, Outlook)