Preqin Is Hiring | Client Relations Job | Work From Home/Office | Apply Online
Job Summary
You will be responsible for creating/maintaining investor profiles in Helios, updating investor contact and banking details in Colmore’s accounting system, uploading investor documents to portals. As a Client Relations Analyst, you will have the ability to add value across multiple business units.
Job Description
- Job Type: Work From Home/Office
- Job Role: Client Relations
- Qualification: Any Graduate
- Experience: 0-3 Years
- Salary: Rs.38000 Per Month
- Location: Bangalore, India
Roles And Responsibilities
- Onboarding Investors in our internal system and Helios following the close of a Managed Fund or a Transfer of Interest
- Creating and maintaining wire instructions in our internal system
- Accurate setting of attributes on Investor/Managed Fund related documents for upload to our Document Management System, in accordance with each Client’s requirements
- Creating and maintaining Client/Investor contacts in Helios, including the definition and maintenance of user access rights
- Work with IT/stakeholders to continuously refine and improve systems and processes
Roles And Responsibilities
- Proven success of operating in complex and fast paced service-oriented organization, is essential
- Able to proactively manage workloads, and address potential issues
- Demonstrate customer centricity, committed to high quality and service orientation
- Ability to work accurately under pressure and meet client deadlines
- Confident with managing stakeholders, internal and external, to a senior level
Apply Link: Click Here