The Shared Services team is comprised of the RFP and Onboarding teams.
RFP Team is responsible for interacting and coordinating within areas of the firm to actively address RFP, DDQ and RFI requests and complete all corresponding documentation.
The Shared Services department focuses on addressing a wide range of responsibilities that are detailed above.
The group acts as an intermediary across all teams within the firm, fielding a myriad of questions and inquiries.
In addition to being the liaison between internal groups, the shared services team delivers high quality client service to external business relationships.
**Specific Duties and Responsibilities**:
- Associate is to prepare and complete client questionnaires and other deliverables on a Quarterly, Semi Annual and Annual Basis.
Deliverables should be completed and populated within the due date agreed upon with the client.
- Associate is expected to properly communicate with information suppliers to gather requirements for reporting and deliverables.
- Ensure that assigned questionnaires are prepared and completed in conjunction to its reviewer schedule.
- Monitor activities in each process workflow and review the current workload to better plan for the day and identify issues and delays that may cause interruptions in the completion of deliverables.
- All members should be aware of the standard procedure of a proper hand off, both offshore and onshore.
- Ensure completeness of process documentation.
- Any related process as required by the team
**Qualification**:
1.
Excellent command of the English language - decoding, fluency, vocabulary, sentence construction and cohesion, reasoning, working memory and attention.
2.
Committed to intellectual curiosity and integrity, with a high degree of ethics
3.
Mature and thoughtful, with the ability to operate within a collaborative, team-oriented culture as well as operate independently
4.
Well organized, detail oriented able to multi task and keep track of various deadlines
5.
Hard working and eager to learn in a highly intellectual, innovative environment
6.
Look beyond the surface level to understand the underlying details
The Shared Services team is comprised of the RFP and Onboarding teams.
RFP Team is responsible for interacting and coordinating within areas of the firm to actively address RFP, DDQ and RFI requests and complete all corresponding documentation.
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