The primary responsibility of the role is to update & maintain client related referential data & set-ups within the CRM applications to optimize data used by sales, marketing & finance teams while meeting compliance requirements. The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects. Maintaining client and prospect information at the organizational and executive level in the Firm CRM systems. Legal Entity set-ups, maintenance and matching for cross divisional reporting requirements. Reviewing firm hierarchy for legal entities and clients. Data quality initiatives, mapping and resolving data discrepancies in CRM systems. Trade resolution management for Financial Advisors & Partnership firms and ensure all breaks are properly resolved. Map investor level & flows data received from transfer agents into firm CRM. Troubleshooting queries and requests from Sales Teams. Support business reporting needs. Routinely perform data cleansing and validation in relation to client mergers and consolidations. Maintain executive information within CRM database. Work on larger scale projects & enhancements to improve overall accuracy of CRM database & integration across different systems. Working knowledge of investment management industry. Hold and adhere to high standards of confidentiality. Excellent project and time management skills. Attention to detail & Problem solving. Ability to work independently and manage multiple tasks simultaneously. Strong analytical skills. Good verbal and written communication skills. Bachelor's degree & minimum three years of relevant experience required. Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access. Experience with CRM systems, Power BI, Tableau, Capital IQ is an added advantage. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.
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