Client Services Officer  

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

• 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