Client Service Associate
Glass Lewis Europe Limited, Ireland
Job Description
Company Overview
Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and?publicly listed?companies?to make sustainable decisions based in research and data. We cover 25,000+?meetings each year, across approximately 100 global markets.
Our customers include?the majority of?the world’s largest pension plans, mutual funds, and asset managers, collectively managing over?$40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues.
Founded in 2003, Glass Lewis is headquartered in San Francisco with offices across the US, Europe and APAC regions.
Position:
We are currently seeking to hire a Client Service Associate to join our Client Facing team. If you are detail oriented, have excellent organisation skills and have a great ability to engage with others, this role is for you. This role is a temporary 6 month position starting immediately.
Responsibilities:
- Support the wider client services team to manage all aspects of client facing and non-client facing day to day processes for each client as directed including solving enquiries, client document customisation, organisation and management; custodian account setup; policy and account maintenance along with custom reporting
- Assist the client services team to audit and maintain client accounts on an ongoing basis, including adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc.
- Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures
- Work with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelines
- Work with internal and external stakeholders when new clients are on-boarding to ensure a smooth and transition of client data
- Schedule and audit regular client reports, accounts, holdings amp; ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveries
Requirements
- Bachelor’s Degree required
- Strong verbal amp; written communications skills while being professional and approachable
- Comfortable dealing with stakeholders/ clients by phone and in person is key.
- Enjoys working as part of an interactive dynamic team and meeting new people
- Strong ability to build and maintain relationships with internal amp; external stakeholders
- Must work effectively under pressure to meet tight stakeholder deadlines
- Experience using MS Office suite, with a strong emphasis on Excel along with internet research tools
- Keen attention to detail and ability to quickly comprehend complex subjects
- Ability to multi-task, prioritise, work on own initiative and set personal deadlines
- Resourceful, positive and can-do attitude
- Analytical skills are required to research and resolve enquiries