Manage daily client operations Organize and act on task received in a group email box Run daily reports to look for new items not received by email for review/action Send a weekly communication tracker to our clients detailing all information received to the group inbox and review notes and status for each item Work with multiple members of your client team, especially the legal department, to ensure any documentation requiring approval and signature is completed and returned to the underlying funds before deadlines Review private equity fund reporting documentation (such as newsletters, financials, distribution notices, capital statements) and noting any important information in the corresponding tracker Report any red flags (such as legal matters being brought against a fund/breaches of a fund's IT system) to your client's attention immediately so they can advise how to proceed Attend Annual/Quarterly Fund meetings on your client's behalf and taking notes, then forwarding them an internal team for review. Compile information from the trackers, and from reporting items received, to prepare Annual Reports on high valued funds General customer service, assisting other departments, and occasionally Funds with queries.
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Employement Category:
Employement Type: FreshersIndustry: ITESFunctional Area: Customer ServiceRole Category: Customer Service Executive (Voice)Role/Responsibilies: BPO Work From Home (Freshers)