7 дней назад
Senior Account Associate - Global Wealth Management Channel
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Account Associate - Global Wealth Management Channel (Financial Services): Supporting client-facing teams and servicing institutional and retail clients in Japan with an accent on client inquiries, reporting, presentations, and investment-related requests. Focus on coordinating with operations, legal, compliance, and product teams, maintaining accurate CRM records, and improving client service processes.
Location: Tokyo, Japan
Company
is a global active fixed-income investment manager serving institutional and retail clients across public and private markets.
What you will do
- Act as a primary contact for client inquiries and coordinate timely responses across operational, reporting, and investment-related matters.
- Prepare accurate client presentations, reports, and other client-facing materials in line with brand guidelines.
- Support Account Managers with meeting coordination, client records, follow-up tracking, and participation in client calls and meetings.
- Coordinate client requests with operations, legal, compliance, and product management teams.
- Maintain accurate CRM records and contribute to improved client service processes and best practices.
- Build knowledge of investment products, strategies, and market developments while supporting ad-hoc client servicing initiatives.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 3–5 years of experience in client service or support within financial services, preferably asset management.
- Strong understanding of financial markets, investment products, and industry regulations.
- Native-level Japanese and strong written and verbal English communication skills required.
- Strong organizational skills, attention to detail, sound judgment, and discretion with sensitive client information.
- Proficiency in Microsoft Office Suite and CRM systems, with the ability to manage multiple priorities independently and collaboratively.
Culture & Benefits
- Inclusive, high-performance culture centered on Collaboration, Openness, Responsibility, and Excellence.
- Work with institutional and retail clients in a global investment management environment.
- Equal employment opportunity and reasonable accommodation are provided in accordance with applicable laws.
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