Client Service Associate - Asset Manager / 25K+
Wellesley Associates Limited
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2022-06-08
- Location:Not Specified
- Employment Type:Full Time, Permanent
- Job Function:Sales CS & Business Devpt Customer Service - Supervisor / Officer
Job Description
The Client Services Team is looking for a Associate/Senior Associate responsible for responding to Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) from company clients.
Responsibilities
- To complete and proof read the Request for Proposal(RFP) and Due Diligence Questionnaire(DDQ) requests for clients in an accurate and compelling manner
- Work closely with Sales, Client Services and Product teams in Hong Kong, Singapore, Malaysia, United Kingdom and United States to ascertain the responses required for the RFP and DDQ
- Create and maintain database to ensure consistency of language and style in all responses
- Support other teammates for various business channels and other ad hoc duties as assigned.
Qualifications
- Degree holder with at least 2 years of relevant experience in buy-side FI
- Energetic, well-organised, demonstrate strong interpersonal skills, willing to deal with people from different departments,
- Excellent command in spoken and written English and Chinese
- A self- starter with ability to multi-task and prioritize multiple assignments with excellent project / stakeholder management skills
- Ability to create new written material
- Excellent in English and Chinese word processing, Microsoft Word, Excel and PowerPoint
- Candidates with more experience will be considered as Senior Associate
If you would like to apply for this role or find out more, please apply online with your latest CV in word format and expected salary, quoting the job role. Kindly note that only shortlisted candidates will be notified
Company Info
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