Manager - Customer Success & Office Operations

- Client account set-up (along with thorough due diligence) of all new client relationships in accordance with the policies and procedures of the firm. This will require active co-ordination with clients, client relationship managers, compliance & back office to ensure timely & efficient completion

- Maintenance of updated clients list & details of business booked including investment flows at client level.

- Addressing queries of clients, distributors and other intermediaries (including client related queries from relationship managers) in a timely & efficient manner.

- Carry out client file reviews as and when they fall due in a timely manner in co-ordination with compliance.

- Maintain client files (physical as well as soft versions) in an orderly manner. Ensuring that all client files and documents are segregated and stored appropriately in co-ordination with compliance

- Liaise with back office, fund administrators and compliance in addressing client requirements.

- Working on various projects to enable business development

- Handle customer interactions through a range of channels (phone, email, letter) - understanding the customer & their needs to provide the right solutions to them. Take ownership of every customer interaction to ensure issues and enquiries are resolved to the satisfaction of the customer and the business.

- Promote the brand to drive revenue opportunities for the business. Plan, organize and support all the investor roadshows and events in the region.

- Support the business by driving desired customer behaviors & digital solutions where possible.

- Provide guidance to other associates to create a team environment where knowledge and expertise are shared.

- Housekeeping, Vendor/Supplier Management, Purchase of Office supplies, business stationery, Invoice tracking, filing of important bank documents/statements, post and courier management and property management including H&S requirements.

- Event Management: Birthdays/Annual Family Event/Picnic

- Operational efficiency & cost effective management

- Any new Admin initiatives assigned from time to time.

- Hotel & Travel Management (Ticketing, Rate Negotiations, Cab etc.)