Client Service Associate Job in Mumbai at Russell Investments

Russell Investments is hiring for the role of Client Service Associate!

Responsibilities of the Candidate:

• Provide reactive and proactive support for Sales, National Accounts, Personalized Managed Accounts, Portfolio Consulting, and Business Solutions Teams
• Support the proposal, opening, maintaining and closing of Personalized Managed Accounts: convert large data sets from PDF to excel format; scrub data; run proposals; coordinate the account opening process and transactions in partnership with the Personalized Managed Accounts Services team; identify and solve reconciliation questions; understand plan administrators’ tools, dashboards and systems; research distributor questions and inquiries using a variety of internal and external systems and resources; escalate operational, client service and technical issues as necessary
• Efficiently and effectively prepare mutual fund, model strategy and separately managed account data prior to uploading to third party data platforms accessible to financial advisors, key account decision-makers and end investors
• Run and format Custom Business Analyses for the practice management team’s use with financial advisors
• Other duties as assigned.

Requirements:

• Knowledge of global capital markets, the wealth management industry, investment vehicles commonly used by financial advisors (e.g., mutual funds, model strategies, separately managed accounts)
• Excellent listening and written communication skills; ability to follow written procedures.
• Ability to thrive in a team environment while also working independently.
• Capacity to establish and manage a process under deadlines. E.g., time management and organizational skills; ability to manage multiple responsibilities and changing priorities.
• Demonstrated proficient analytical and technical skills. E.g., working with various software products, such as Morningstar suite of products, in particular Morningstar Direct; Microsoft suite of products, in particular Microsoft Dynamics, Excel, Outlook