
Asset Servicing Expert
2 weeks ago
As a Senior Asset Servicing Specialist, you will be responsible for managing transactions as per required quality standards. You will field all incoming help requests from clients via telephone and/or emails in a courteous manner.
You will document all pertinent end-user identification information, including name, department, contact information, and nature of problem or issue. You will update your own availability in the RAVE system to ensure productivity of the process.
Additionally, you will record, track, and document all queries received, problem-solving steps taken, and total successful and unsuccessful resolutions. You will follow standard processes and procedures to resolve all client queries.
You will resolve client queries as per the SLAs defined in the contract. Access and maintain internal knowledge bases, resources, and frequently asked questions to aid in and provide effective problem resolution to clients.
Required Skills and Qualifications- Knowledge of Syndicated Bank loan, Private Credit, CLOs Processing experience of using Geneva as a software tool for Syndicated Bank debt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform
- Hands-on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents, Banks, Trustee's, and Custodian role in supporting Private Credit
- Strong Microsoft Office skills, MS Excel, MS PowerPoint, and MS Word, with high proficiency in Microsoft Excel
You will deliver excellent customer service through effective diagnosis and troubleshooting of client queries. Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions.
Assist clients with navigating around product menus and facilitate better understanding of product features. Troubleshoot all client queries in a user-friendly, courteous, and professional manner.
OthersBuild capability to ensure operational excellence and maintain superior customer service levels of the existing account client. Undertake product trainings to stay current with product features, changes, and updates.
Enroll in product-specific and any other trainings per client requirements recommendations. Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client.
Update job knowledge by participating in self-learning opportunities and maintaining personal networks.
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