Pa2024342 - Client Services Associate

2 weeks ago

กรงเทพมหานคร, Thailand SS&C Fund Services (Asia) Pte Ltd Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

**Opportunity snapshot**:
This role will be based in SS&C's Bangkok, Thailand office.

This team encompass the end-to-end management of investor and distributor queries and ensure they receive a professional, accurate and prompt response to their queries.

**Direct reports**:
Head of TA Operations

**Role Responsibilities**:

- Responsible for answering incoming queries from clients, agents, investors and other financial institutions.
- Receive and investigate enquiries from distributors on behalf of clients.
- Communicate with distributors to provide vital information, resolve enquiries, and obtain information required to complete action on their accounts. Ensuring that excellent customer service is provided in both a written and verbal format.
- Multilingual service for phone calls and written communication (including Thai and English).
- Deal with documentation requests, for example: contract note reprint, prospectus issuance.
- Contract note and Statement Production.
- Complaint handling.
- Meet and actively monitor all deadlines, with any issues escalated and communicated appropriately to managers and stakeholders.
- Work with other teams within operations to deliver optimum outcomes.
- Adhere to procedures, policies and processes so that a high quality service is delivered to the customer.
- Assist in client specific and regional project implementations.
- To escalate issues to Line Manager, to enable consideration for regulatory implications.
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.

**Skills and Competencies**:

- A good understanding of the client service model and product offering.
- Excellent verbal and written communication skills and a confident communicator.
- Strong risk, control and problem-solving skills.
- Ability to work well under pressure, maintaining professionalism. Ability to work to strict deadlines and
- strict processes.
- Demonstrated drive and commitment towards attaining the highest possible standards.
- Ability to work effectively and consultatively within a diverse team environment.
- A keen interest in investigative work / service delivery, along with the ability to demonstrate a good use of initiative.
- Proficient in English and Thai - written and verbal.

**Qualifications & Prior knowledge**:

- Experience in a related role within the financial services industry.
- Good Transfer Agency operations and technology knowledge.

LI-SM1

Human Resources Department - Talent Acquisition

6th Floor, RSU Tower 571 Sukhumvit Road, North Klongton, Wattana

Bangkok 10110,Thailand

t: t: (+66) 2685-8400 ext: Talent Acquisition m: 065-384-4022

**Key behaviours**:

- **Instils Trust** - contribute to building a safe learning environment in the business where the team can be listened to and understood.
- **Collaborate** - Must be able to work in a co-operative manner with both internal and external teams and take all views and interests into account when formulating outcomes.
- **Ensure Accountability** - Must take full ownership of their assigned responsibilities and the outcomes that are generated and pursued
- **Customer Focus** - Must understand customer and partner needs from both a functional and operational perspective.
- **Communicate Effectively** - Must be able to communicate effectively and efficiently, both in written and verbal forms, across all levels of an organisation and all sizes of groups. Must also be able to listen to others and evidence that they have understood the needs communicated appropriately

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Job ID R23817
- ABOUT COMPANY
- SS&C Fund Services (Asia) Limited
- Singapore
Hedge Funds

A leading innovator in alternative investment technology solutions and services, SS&C is als

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