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Client Services Assistant Manager (12-Month Contract)

Employer
Fidelity International
Location
Singapore
Salary
Competitive
Closing date
29 Feb 2024

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Job Details

About the Opportunity
Job Type: Fixed Term Contractor

Contract duration : 11 months.

Application Deadline: 29 February 2024

Title Client Services Assistant Manager

DepartmentDistribution Services

Location Singapore

Reports To Distribution Services Senior Manager

Level 4

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Distribution Services team and feel like you're part of something bigger.

About your team

Working in partnership with Sales and internal stakeholders globally.

Private Bank & Wholesales Services teams are responsible for client on-boarding, ongoing client services and operational support to both our Private Bank and Wholesales clients. The team is committed to providing best-in-class client services so as to add value at every stage of the client lifecycle.

About your role
The role comprises of two distinct but complementary functions;

Responsible for client on-boarding through close liaison with key internal stakeholders in order to accurately capture client requirements and develop a clear project plan.

Responsible for ongoing day-to-day servicing of existing clients. The successful candidate will act as the main contact for all operational and administrative queries and work closely with the overall relationship owner to make a key contribution to the development of the client relationship.

Key Responsibilities

New Client On-Boarding:
  • Maintain awareness of the current business pipeline and priorities. Ensure regular communication with Sales Directors and Sales Support.
  • Responsible for the delivery of a comprehensive project plan for the on-boarding of new clients and obtain the required documentation to satisfy KYC / AML requirements.
  • Work with Sales to ensure that the Distribution Agreement (where applicable), and/or other relevant legal documentation are in place before funding, by coordinating the process both internally and with the client.
  • Ensure Fidelity's policies and operational processes are clearly articulated and documented.

Ongoing Client Services:
  • Work closely with the Sales / Relationship Director to deliver a premium service to Fidelity's Private Banks and Wholesales clients.
  • Proactively manage, coordinate and oversee all activities affecting the client's portfolio. This will involve liaison with various internal stakeholders.
  • Gain a full understanding of clients and their requirements and maintain awareness of industry best practice. Build rapport, trust and confidence of the Sales / Relationship Directors and their support teams
  • Participate in regular service reviews or ad-hoc face-to-face meetings as required.
  • Perform client servicing activities locally including handling of in-bound calls and email enquiries from clients
  • Liaising with clients for NIGOs (Not-in-good-orders) instructions
  • Dealing order checking
  • Draft and update operational procedures
  • Prepare management reports
  • Prepare fund onboarding template for clients
  • Handle fund information related enquiries
  • Keeping up with AML updates and ensuring periodic review on clients is performed and completed on time.
  • Providing coverage to Fidelity's Wholesales clients.

About you
  • Highly responsive with a strong commitment to client service
  • Analytical mind set, accuracy and attention to detail in all aspects of service delivery
  • Capable of balancing client requirements against organisational constraints and providing alternatives or solutions
  • Able to work under pressure and meet tight delivery deadlines
  • Self- starter, fast learner, good organizational skills
  • Flexible and positive attitude to work, strong team ethic
  • Platform knowledge will be an advantage

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Company

Looking after you and your future

Here at Fidelity International, we care about people. You’ll have the freedom to take control of your career while we support your development in an environment surrounded by smart, passionate people. Simply because we believe that growth is key for long-term success. That’s why we provide regular training, mentoring and networking opportunities across the business - to support you and hone your skills as you progress within your current role and beyond. Our end goal is to help one another achieve the best personal and business outcomes.

We invest in you

Helping our people develop is at the core of our business. We believe that everyone should have the freedom to move in a direction that feels right for them. Career development isn’t a simple training course, or a qualification – it’s about satisfying curiosity and every individual’s goals, both professional and personal. We constantly look for new ways to help our people enjoy a fulfilling and long-term career at Fidelity.

What we have to offer

Depending on your location and job role, we offer benefits that are flexible and adaptable to your life stages, career and family circumstances. The benefits are designed to benefit both you and your family with support for physical, financial and emotional wellbeing.

Healthcare, medical checks and helplines - benefits to support mental and physical well-being for you and your family

Pensions, savings and discounts - retirement and savings that provide for your future

Life cover, company sick pay and family leave - financial protection that offers piece of mind should the unexpected occur

Our differences make us stronger

If you work here, you’ll find that we care deeply about creating a supportive place where all our people feel valued and free to be themselves. For us, commitment to Diversity and Inclusion is not only right, it’s critical for a healthy culture and leads to better business outcomes. That’s why we have an environment where all our differences are welcomed and celebrated.

Over the years, we have made huge progress on Diversity and Inclusion. But we are dedicated to improving and will continue to progress on creating an environment that reflects the full diversity of the communities where we work, and on making sure that all our people feel they belong.

Our strategy

We have set three company-wide priorities for our global Diversity and Inclusion strategy:

Diversity - Increase the diversity of people at all levels of our organisation

Inclusivity - Strengthen our inclusive culture where everyone’s voice is heard

Reputation - Enhance our presence with clients and communities as an inclusive company

How we encourage inclusion and diversity

At Fidelity, we value and respect all the differences that make us who we are, including: age, cultural background, ethnicity and race; disability and mental health, gender, gender identity and expression, sexual orientation, and social background. Our activities focus on these global priorities:

Cultural diversity

With 46 offices across 27 countries, we have a wonderfully diverse community and have respect for different cultures, nationalities, ethnicities and beliefs.

Enable

We are committed to improving accessibility and enablement for our employees with different abilities and health conditions.

Gender

We are dedicated to achieving a greater gender balance and narrowing the gender pay gap.

LGBT+

We embrace our LGBT+ employees and communities, and support people to express their sexual orientation and gender identity at work.

Fidelity for Everyone

Each of our regions has a Fidelity for Everyone network which aims to involve our people in supporting and strengthening inclusion and diversity through speaker events and activities. We also host networking events and provide opportunities for people to let us know how we can improve.

Here’s how we support and encourage accessibility and enablement:

  • Signatory of The Valuable 500 to make disability a business leadership issue
  • Enable disabled employees and job candidates to perform to the best of their ability through making reasonable adjustments
  • Our Mental Health Champions promote an open culture around mental health
  • Celebrate business success stories of our disabled role models
  • Uphold best practice digital accessibility standards for employees and customers

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