JOB OPENING

Client Management Officer (1-year fixed-term renewable contract)

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Job Responsibilities

A. Business / Management Activity

Operations

  • Attend to stakeholders enquiries and process all submitted documents relating to shareholder services
  • Receive, check, sort, record and process all documents received from shareholder(s) or lodging agent(s) in accordance with the necessary procedures
  • Acknowledge and issue receipt(s) to shareholder(s) or lodging agent(s)
  • Ensure documents and forms are replenished
  • Promptly, accurately, professionally and courteously receive all telephone calls and enquiries and direct and/or relay and record messages accordingly
  • Process corporate actions, transfers, replacement cheques / certificates, proxy votes, and any other client / shareholders’ instructions
  • Support client Shareholders’ Meetings – registration and polling services
  • Proactive participation in projects
  • Proactive participation in User Acceptance Tests
  • Proactive updating of clients’ information in the appropriate system

Client Servicing

  • Know Your Client by developing an in-depth knowledge of their industry and key contacts
  • Develop effective and differentiating servicing techniques that will serve to set us apart in the market and to build and maintain client loyalty
  • Proactively contact and communicate with clients regarding needs, experience and preferences according to a predetermined program. File all correspondences.
  • Identify opportunities to provide value added services to clients
  • Follow and be aware the importance of:
    • meeting current Service Level Agreements (SLAs),
    • minimising operational risk,
    • resolving queries and complaints are efficiently and effectively with the necessary planning, and
    • completing training to facilitate changes to the current environment, new clients and improvements to the service delivery for existing clients
  • Escalate problems, errors and omissions to be dealt with immediately and in the most appropriate manner
  • Coordinate the change of current business processes, procedures, and external party interactions to facilitate the requirements of new clients. This will involve interaction directly with clients and other Boardroom entities
  • Assist Senior Manager / Manager with the communication to all stakeholders at every level internally and externally
  • Assist in following up on outstanding and doubtful debts

B. Function – Specific Activity

  • Carry out any other duties / projects that may from time to time be assigned by Managers / Senior Managers / Director

C. People Management Activity

  • Work in collaboration with SRS colleagues to meet client requirements
Requirements
  • Two to three years experience in Share Registry and/or Client Services
  • A level / Diploma / Degree from a reputable institution
  • You might be required to travel based on business requirements
  • Ability to work in harmony with co-workers
  • Drive for results
  • Determination and persistence
  • Eager and willing to strengthen knowledge base and skills
  • Flexible, honest and loyal
  • Strong business acumen
  • Technical competency
  • Work ethics
  • Resourceful, meticulous and detailed
  • Positive disposition and can-do attitude