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Client Support Analyst (Administrative Assistant)

Location Dallas
Date Posted October 24, 2019
Job ID 10159
Employment Type Direct Hire

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Job Description:

We are assisting our Downtown Dallas, TX client in a search for a Client Support Analyst (Administrative Assistant). Working within a client specific team, this position is responsible for providing administrative support to the Client Support team and efficiently monitoring multiple service mailboxes, executing the appropriate action for all emails received.

Responsibilities:

  • Daily monitoring of the organization’s Client Support inboxes, executing the appropriate actions for each email received in accordance with the agreed procedures and defined Service Level terms for each Client.
  • Accurate tracking of the receipt and execution of all requests into the Client Support inboxes.
  • Creating and maintaining Client/Investor contacts in FIA and Helios, including the definition and maintenance of user access rights.
  • Creating and maintaining wire instructions in FIA.
  • Co-ordinating the completion of Client/Investor requests received into the Client Support inboxes.
  • Daily monitoring of the organization’s other service inboxes, executing the appropriate actions for each email received in accordance with the product teams’ agreed procedures.
  • Retrieval of all necessary documentation from Investor Web Portals.
  • Accurate setting of attributes on all documents for upload to our Document Management System (DMS).
  • Accurate tracking of the receipt of all quarterly report information.
  • Maintaining Fund Manager contact details in FIA.
  • Providing Office Management support, as required.
  • Be able to work with minimal supervision and perform and complete tasks independently and knowing when to escalate issues.
  • Liaise closely with other internal departments.
  • Ensure the quality and integrity of the data on the system is maintained.
  • Any other duties commensurate with the nature and position of the post.
  • Prepare expenses forms for US Senior Management.

Requirements:

  • Experienced in working within a fast-paced service-oriented organization.
  • Must be able to work on own initiative.
  • Must have the ability to operate within a continuously evolving and competitive business environment.
  • Must have the ability to work accurately under pressure.
  • Must be proactive in managing workloads and addressing potential issues.
  • Must be able to take ownership of delegated responsibilities.
  • Must be capable of communicating clearly and effectively both internally with other departments, and externally with clients, investors and fund managers, both orally and written.
  • Must be committed to high quality and service orientation.
  • Must have good organizational skills with the ability to multitask.

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