Client Service Executive (1-Year)

About the Company

A global leader specializing in diversified investment management solutions.

About the Job

• Sales Enablement: Provide dedicated operational support to the sales team to facilitate client acquisition and retention.

• Client Inquiry Management: Serve as the first point of contact for client requests, ensuring timely and accurate resolution of all service-related matters.

• Onboarding Coordination: Manage the end-to-end documentation process for new client accounts, ensuring compliance with internal standards.

• Reporting & Communication: Prepare and distribute regular investment reports, fund updates, and marketing materials to the client base.

• Database Integrity: Maintain and update CRM systems to ensure all client interactions and data are accurately captured.

• Cross-Functional Collaboratio...