Client Services Officer
ATR Asset Management (ATRAM)
- Makati, Philippines8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Penuh waktuFULL_TIME
Ditutup.
Deskripsi Pekerjaan
Role Summary
The Client Services Officer delivers transactions that address the needs of existing clients and engages prospective investors as a critical first point of contact and source of information on ATRAM products/services.
Main Duties and Responsibilities
Client Services
- Receive, process and analyze client requests and provide appropriate information needed through various media
- Execute account opening process ensuring that client documentation is complete and that service is provided in a timely and efficient manner
- Generate and submit transaction summary reports to ATRAM operations team and ensure the delivery of client requirements
- Inform clients of information regarding rates, products, trends and other relevant information through publications to increase investor knowledge
- Deliver a range of support activities to ensure that investor-related events/programs are executed in an efficient manager that optimizes the participant experience
Business and Administrative Services
- Maintain and update client documents and records to provide intelligence that support the management of client relationships
- Route client requests to different departments and ensure that these are addressed in a timely manner
- Maintain compliance awareness and adhere to company guidelines, ensuring that business is in compliance with local regulations and group policies
- Conduct business in the highest ethical behavior and professional conduct, safeguarding quality of interaction with external & internal customers
Kualifikasi Minimum
- Candidate must possess at least a Bachelor's/College Degree and willing to learn ATRAM products.
- Preferably with 2 years’ work experience in asset management or similar field with knowledge in mutual funds and a background in customer service
- Working knowledge of economics and financial markets, with interest in investments;
- Customer service orientation
- Organization skills – detail oriented, efficient and thorough
- Time management – working on multiple deliverables and strict deadlines
- Oral and written communication
- Knowledge of fund products preferred
- Critical thinking and problem solving
- Interpersonal skills
- Flexible
- Teamwork
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Accounting and Finance
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Sometimes
- Alamat Kantor
- 8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Tentang ATR Asset Management (ATRAM)
The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust).
In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients.
Why join us?
ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients.
ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally.
ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.