client Services specialistNoon Dalton, Phils.

Noon Dalton Core Values
 
Noon Dalton invites all its employees to embrace our core values, living them every day, in every aspect of their role.
 
Empathy 
At Noon Dalton, being empathetic means being patient and understanding, both with Clients and with each other. We don't make businesses conform to our requirements. We understand what they need and do our best to help them.
Simplification 
We're not looking for artificial simplicity: things that look simple but aren't well-thought-out. We strip down our processes until all that remains is useful and essential. We remove complications and complexity for both our customers and our employees.
Continuous Improvement 
We are always looking for ways to improve, both professionally and personally. Whether that means taking part in accent neutralization training, trying to better our public speaking, or evaluating our daily processes to see how we can do them faster and easier.
Job Description
Manage the execution of subscription agreements, capital call notifications, transfer documentation.
Facilitate collection and verification of required investor documents.
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing.
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email.
Address investor inquiries via email or phone.
Address investor concerns and feedback, providing clear explanations in a professional manner.
Gather relevant information from internal teams to efficiently resolve investor issues.
Track all investor documents and transactions in a secure and organized manner.
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones.
Proactively communicate information and updates to investors to keep them informed and engaged.
Work with team on periodic outreach to understand investor needs and expectations.
Qualifications
Bachelor's Degree preferred or at least 4 years in working experience preferably working in financial services, investment management, investment banking, or other professional setting.
Strong sense of ownership and pride in work, firm, and culture.
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software.
Positive attitude towards work and team.
Exceptional communication skills, both written and verbal.
Exceptional focus on client services and interpersonal relationship building.
Ability to time manage and think critically about priorities given competing deadlines.
Timing: Immediate.
Other perks/incentives
HMO month 1
Monthly performance bonus after regularization
Engagement activities
Annual appraisal
12 Days Leaves Annually
US or UK Bank Holidays  (depending on account)
Birthday incentives
Fun working environment
Review Process
Regular 1o1 with reporting line manager
Monthly appraisal review
Quarterly appraisal review
Annual appraisal review