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| 部署・役職名 | Client Operation Specialist |
|---|---|
| 職種 | |
| 業種 | |
| 勤務地 | |
| 仕事内容 |
＜Job Purpose＞ In this role, you will be part of the Operation Team in Japan which covers middle and back office functions for Sub－advisory and Intermediary mandate operation, Investment Trust Management （ITM） operation, and Discretionary accounts operation. You will cover both client communication tasks and Onboarding tasks, and BAU （Business As Usual） daily operational tasks as back up. You will be involved in local and international onboarding which have impact on Operations team in Japan, and you will handle day－to－day BAU Tasks, communicate with local trust banks, clients. In addition, you will provide oversights on local ＆ international sourcing providers. We are seeking a candidate that can build positive relationships and drive for results in our business environment. The candidate’s main role will be to cover Project related tasks and client communication tasks. ＜Responsibilities＞ Client communication responsibilities: • Build good relationship with clients • Handle customer inquiries and respond appropriately • Work with internal stakeholders especially Japan sales to solve difficult issues Onboarding responsibilities: • Understand client requirements, structure of accounts/funds and liaise with internal stakeholders and outsourced agents • Structure the operational workflow and coordinate the account set it up with the relevant parties appropriately • Make suggestions for further improvement of the current process BAU related responsibilities: • Responsible for record keeping and statutory client reporting for onshore and offshore mandates • Control day－to－day operations for onshore and offshore mandates, including cash management, monitoring transactions, settlement, and reconciliation • Handle miscellaneous inquiries and trouble shooting • Prepare periodical regulatory reporting regarding discretionary mandates • Manage daily Investment Trust Management （ITM） operation • Monitor and manage outsourcing vendors Projects/Initiatives/Change: • Participate as Subject Matter Expert to various projects and initiatives related to or affecting Japan TPLC team and make sure proper processes are defined for the team • Provide clear input ＆ be vocal in meetings impacting the Trade Support activities or where Trade Support might affect other departments, teams or stakeholders • Propose improvements such as automation or process efficiency enhancements and work with other Transformation ‘ambassadors’ globally to drive these changes |
| 応募資格 |
【必須（MUST）】 • Higher education degree and 3 years’ experience in financial industry or Asset management industry• 1－3 years’ experience in onboarding related tasks. • Previous participations in projects or onboarding initiatives as subject matter expert （SME） • Flexible approach to changing client requirements and to a changing local and international market environment. • Languages: Excellent verbal and written communication capability in Japanese and English is mandatory 【歓迎（WANT）】 • Understanding of full trade life cycle including awareness of middle and back office functions/processes and their touch points with the front office and downstream is a real plus.• Past experience into driving local ＆ international project within the Operations area（internal ＆ external stakeholders management） is a real plus. • Understanding of offshore fund （Lux, Cayman） structure and processes is a real plus. • International experience （professional or personal） is a plus • Driving personality ＆ self－motivated • Creative and hands－on, ready to think outside the box and add input/challenge to improve existing workflows • Ability to resolve complex problems and delivery focused • Excellent communication and interpersonal skills • Client focused • Flexible to change and drive continuous changes in the processes and structure • Strong team player in Local, Regional and Global environment • Very rigorous and well organized |
| 受動喫煙対策 | 屋内禁煙 |
| 更新日 | 2025/10/06 |
| 求人番号 | 5875512 |
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