Ability to work accurately under pressure and meet client deadlines
Proven success of operating in complex and fast paced environments, is essential
Demonstrate strong organisational skills with the ability to multitask
Confident with managing stakeholders, internal and external, to a senior level. Influencing change and engagement, and well versed in reporting and presenting
Able to proactively manage workloads, and address potential issues
Able to operate within a continuously evolving and competitive business environment
Demonstrate customer centricity; committed to high quality and service orientation
Hybrid working - minimum of two days per week in the Bangalore office, three days working from home
Daily monitoring of the organization s Client Support workflow system; JIRA, executing the appropriate actions for each ticket 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 or Client Relations inboxes
Retrieval of all necessary documentation from Fund Manager Web Portals
Accurate setting of attributes on all documents for upload to our Document Management System (DMS)
Maintaining Fund Manager contact details
Liaise closely with other internal departments
Ensure the quality and integrity of the data on the system is maintained
As a Client Support Analyst within the Operations team, you will be part of a high impact team focused on delivering exceptional service to our clients. Reporting into an Associate, you will be responsible for the day-to-day .
The Client support team is the start of workflow for numerous departments within Colmore. The team s work is time critical to the successful delivery of Colmore s service to our client our clients. The team is responsible for the extraction, initial processing and allocation of third-party financial documentation ahead of downstream data capture activities.
You will be responsible for the timely completion of workflow tickets in line with client and internal SLAs / KPIs (service level agreements / Key performance indicators). You will interact with third parties in order to establish access and identify and obtain financial reporting required for Colmore s downstream processes. You will engage with internal business stakeholders to effectively manage deliverables and continuously improve client experiences.