... and or New Zealand asset management industry, regulations and procedures University degree, suitable graduate diplomas or equivalent combination of experience Yield a thoughtful consultative approach with an emphasis on client focus Why Fisher Investments ...
... and or New Zealand asset management industry, regulations and procedures University degree, suitable graduate diplomas or equivalent combination of experience Yield a thoughtful consultative approach with an emphasis on client focus Why Fisher Investments ...
... to the local teams, outsourced service providers and Senior Manager Facilities Services, to ensure optimal, suitable and cost-effective asset management focused maintenance solutions are consistently ...
... worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business ...
... and assigned to the Enterprise Asset & Configuration Management queue and process general requests to create or update assets and, or the CMDB. Ensure Asset and Configuration models within Service Now are maintained and monitor ...
... Client Service Manager, preferably within the financial ... strong client relationships. Proficiency in financial planning software and CRM systems (Xplan preferred) Detail-oriented with strong organizational and time management skills. Ability to work ...
... for a candidate with previous client service officer experience within financial services to receive training and advance ... applications - monitor progress, and inform clients. In addition, the Client Service Officer may be expected to ...
... team to ensure product and service satisfactionProvide continuous training and resource material management to all relevant client departments Here’s What We’re Looking ...
... years’ experience in a similar client service operational role, preferably in an ... meet deadlines through effective time management skills.Motivated self-starter focused ...
... and a focus on customer service. Accurate preparation and data entry of information into corporate data systems and the client management system, always maintaining client confidentiality Ensure record management systems are maintained in accordance ...