Client Relationship Support Associate

**Overview**
- The role of a Client Relationship support associate is to attend to a range of administration functions for the Client Relationship support Team. The role provides a great entry point into the financial services industry and exposure to a client facing division.**Key Accountabilities and main responsibilities**
- Client Relationship support associate provides crucial support to Client Relationship support analysts, support team leaders, support ops Managers that are responsible for the premium delivery of services to Link’s clients and their investors.
- Strategic Focus & Operational Management
- Preparation and set up of mailing instructions, liaison with Internal and External Stakeholders and assistance with project management of mailings as required.
- Maintenance of the Clients & Contacts Database as directed by the Client Relationship support team leaders and support ops Managers
- Set up of databases for new clients or change in parameters
- Updating of Client Information Repository.
- Report production on a weekly and monthly basis (eg. statistics, end of month reports, billing and client fees)
- Liaison internal stakeholders including IT support and monitoring of requests
- Assisting in the investigation of investor enquires, received via a client or via the Contact Centre and Operations.
- Reviewing client invoices and follow up of debtors if required
- Communication with internal stakeholders and service providers
- Prepare data or documentation as directed by Client Relationship support team leaders and support ops Managers
- Distribution of incoming mail
- General office administration duties including data entry, updating business documents,
- Ad hoc administration assistance as required
- Assistance with and management of ad hoc team projects
- Coordinating client events as required
- Meeting (such as Annual General Meetings) responsibilities include:

- Set up of meetings in the registry database
- Set up client access to voting modules
- Load exclusions as directed by the Client Relationship support team leaders and support ops Managers
- Prepare timelines and other documentation for the meeting
- Client Relationship Manager and Mailhouse liaison
- Proxy form or other forms coordination
- Provision of proxy and reports
- General coordination (e.g. production of admission/voting cards)

**Experience & Personal Attributes**
- Excellent organisational, administrative and communication skills
- Ability to remain calm under pressure
- Solution driven and accountable
- Good time management, prioritisation and follow-up skills
- Strong attention to detail
- The ability to work autonomously and as part of a team
- Self-motivated with high levels of initiative
- Ability to prioritise tasks to meet deadlines
- Microsoft Word, Excel and PowerPoint skills
- Articulate with strong written and verbal communication
- Ability to quickly grasp and assess concepts, situations and personalities
- Ability to communicate and establish relationships at all levels
- An understanding of the financial services industry would be a bonus

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

Our HUB in Mumbai has people working from state-of-the-art premises and plays a strategic role by providing operations processing and technology services and support, for Link Group businesses across the globe. We are rapidly growing our Mumbai team to build greater capability within the organisation, and provide specialised local services supported by the strength and scale of Link Group’s global operations and knowledge base.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family s