● 招聘公司：Fiera Capital
● 公司简介：菲埃拉资本公司是一家领先的独立资产管理公司，拥有近750名员工，正迅速获得全球影响力和声誉。公司管理着1430亿美元的资产(截至2018年9月30日，以加元计算)，为机构、私人财富和零售市场提供全方位服务，综合投资组合管理解决方案，涵盖广泛的传统和另类资产类别。
● 招聘职位：客户服务助理 ● 职位性质：全职 ● 职位薪酬：$60,000+
● 工作内容： - 保持专业知识的具体特点和特性的各种组合副总统负责,为了及时、有效地应对任何客户机请求的定量和定性信息(返回/策略/交易/管理/产品),包括LDI和替代产品策略;
- 通过与相关部门(投资组合管理、合规、投资组合经理、绩效)协调新投资组合的实施，监督新账户的开立;
- 协助修改每个账户的投资政策(更新适当的系统，向合规部门提供建议和跟进);
- 与相关内部部门协调有效的现金管理活动(现金流入/流出);
- 在适当的CRM系统中记录和更新客户联系人和其他相关信息;
- 审核并对客户季度报告进行必要的调整，确保副总裁批准后及时发出报告;
- 确保提交给客户的所有文件(季度会议或特别要求)都反映出信息的完整性和最高质量，并在要求的时间内完成;
- 按要求为季度客户会议制作演示文稿和文件;
- 与机构市场团队的其他成员就共同项目(特殊活动、流程改进等)进行协作，并在必要时为其他客户服务伙伴提供支持。
● Responsibilities： - 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);
- Coordinate effective cash management activities (cash inflows/outflows) with appropriate internal departments;
- 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)
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