Client Services Representative
1 month ago
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with over $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. Headquartered in Los Angeles, the firm has over 1,200 employees and offices in 22 cities worldwide.
For additional information please visit our website at
Scope and Responsibilities
The Client Services department is responsible for delivering excellence in service to Oaktree investors globally on behalf of Oaktree. (In connection with Oaktree’s products, strategies and operations. The Client Services Representative (CSR) will interact directly with clients and partners with Oaktree’s Marketing (sales) representatives and all Oaktree departments, including Product Management, Reporting & Performance, Diligence Services, Legal, Compliance, Accounting and Portfolio Management to lead and direct a successful Oaktree client experience.
Relationship Management- Partners with Marketing representatives on managing client relationships; acts as primary point of contact for servicing large institutional relationships. Monitors client engagement and proactively identifies ways to ensure optimal level of client engagement.- Responsible for responding to inquiries and determining proactive ways to increase client engagement.- Serves as point of escalation for client issues.- Organizes and leads client review and certain diligence meetings.- Oversees client onboarding activities (ensures moving through document submissions, mutual understanding of reporting requirements, welcome notes/portal access, etc.).
Sales and Due Diligence Partner- Partners closely with Marketing (sales) to lead or support the Investment Due Diligence (IDD) process (e.g., SMA structuring discussions; facilitating RFPs, legal negotiations, and other diligence activities; prepping investment teams and other firm members with key objectives for upcoming meetings).- Understands key clients’ investment goals, allocations and current manager make-up and new searches; builds relationships with main contacts for both investments and operations at key client organizations.- Assists with presentations and proposals for cross-strategy, multi-strategy or strategic partnership opportunities (working with Product Management on strategy-specific content).- Coordinates and/or creates presentations for cross-selling, multi-strategy or strategic partnership opportunities.- May create operational due diligence content.
Experience Required- Solid foundation in investor servicing and investment finance concepts including existing knowledge of, or ability to rapidly acquire knowledge of, the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;- Prior client-facing and sales-support experience;- Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and utilize internal resources judiciously;- Superior communication skills, both written and verbal;- 6+ years of experience in a similar role within the financial services Industry;
Personal Attributes-
- Excellent interpersonal, verbal and written business communication skills;- Must be capable of explaining operational and technical concepts clearly and simply to clients and client-facing personnel;- Outstanding organization skills with high attention-to-detail;- Team-oriented and collaborative and must possess strong integrity and professionalism.
Education
Bachelor’s Degree
CFA, CAIA, or MBA designations a plus
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources
We have other current jobs related to this field that you can find below
-
Client Services Representative
4 weeks ago
Dubai, United Arab Emirates Emirates NBD Full timeDepartment Description: The client services team in corporate banking supports the corporate relationship team in meeting the expectations of the client and supporting the team for all client matters with respect to Service and operational related requirements This ensures that Relationship team is focused on revenue generation opportunities and service...
-
Sales Development Representative | KinFitz
1 month ago
dubai, United Arab Emirates Representative KinFitz & Co. Full timeSales Development Representative | KinFitz & Co. DubaiThis role puts you at the forefront of sales and is about fueling high-growth tech companies. They’re searching for Sales Development Reps ready to shake things up in their newly opened Dubai office.Sales Development Representative | KinFitz & Co. Dubai | Apply NowWhat’s in it for you?Be part of the...
-
Sales Development Representative | KinFitz
3 weeks ago
dubai, United Arab Emirates Representative KinFitz & Co. Full timeSales Development Representative | KinFitz & Co. DubaiThis role puts you at the forefront of sales and is about fueling high-growth tech companies. They’re searching for Sales Development Reps ready to shake things up in their newly opened Dubai office.Sales Development Representative | KinFitz & Co. Dubai | Apply NowWhat’s in it for you?Be part of the...
-
Client Representative
2 months ago
Dubai, United Arab Emirates Legend Holding Group Full timeAs a Client Representative (Driver), your primary responsibility is to provide safe, reliable, and courteous transportation services to clients. You will be the face of the company, representing the organization in a professional manner. Your focus will be on ensuring a comfortable and enjoyable experience for clients while maintaining a high level of...
-
Customer Service Representative
2 days ago
Dubai, United Arab Emirates CITY MAIDS CLEANING SERVICES Full timeCUSTOMER SERVICE REPRESENTATIVE IS URGENTLY REQUIRED FOR 20 YEARS OLD COMPANY IN DEIRA, DUBAI We are seeking an experienced Customer Service Representative to join our dynamic team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our valued clients. This position requires excellent...
-
Customer Service Representative
1 week ago
Dubai, Dubai, United Arab Emirates Apex Employment Services Full timeCustomer Service RepresentativeRequirements and Skills: Manages a high volume of incoming calls for order status checks, as well as taking orders.Provide accurate, valid, and complete information by using the right methods/systems. Meet personal/customer service team targets. Previous Optical experience would be an added advantage.Proven customer support...
-
Customer Service Representative
1 week ago
Dubai, Dubai, United Arab Emirates CITY MAIDS CLEANING SERVICES Full timeCUSTOMER SERVICE REPRESENTATIVE IS URGENTLY REQUIRED FOR 20 YEARS OLD COMPANY IN DEIRA, DUBAIWe are seeking an experienced Customer Service Representative to join our dynamic team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our valued clients. This position requires excellent...
-
Customer Service Representative
1 month ago
Dubai, United Arab Emirates West Avenue Services LLC Full timeWe are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. - Providing introductory information to new customers - Maintaining a positive, empathetic, and professional attitude toward customers at all...
-
Customer Service Representative
3 weeks ago
Dubai, United Arab Emirates EverMax-11 Cleaning Services Full timeWe are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers. **Customer...
-
Client Services
1 week ago
Dubai, Dubai, United Arab Emirates Cogniito Media Full timeWe are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments.Client Services Responsibilities: Ensuring a positive and professional client...
-
Client Representative- Russian Speaker
1 week ago
Dubai, United Arab Emirates Palladium Realty Real Estate Full time**Role Description** This is a full-time on-site role for a Client Representative - Russian Speaker. The Client Representative's day-to-day responsibilities include dealing directly with bank representative ensuring customer satisfaction, effective communication with clients, providing excellent customer service and working on sales initiatives. The role...
-
Client Representative
3 weeks ago
Dubai, United Arab Emirates Palladium Realty Real Estate Full time**Role Description** This is a full-time on-site role for a Client Representative - Russian Speaker. The Client Representative's day-to-day responsibilities include dealing directly with bank representative ensuring customer satisfaction, effective communication with clients, providing excellent customer service and working on sales initiatives. The role...
-
Customer Services Representative
3 weeks ago
Dubai, United Arab Emirates Apex Employment Services Full time**Customer Services Representative** - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Responding promptly to customer inquiries. - Communicating with customers through various channels. - Acknowledging and resolving customer complaints. - Knowing our products inside and out so that you can answer questions. -...
-
Client Service Associate
2 weeks ago
Dubai, United Arab Emirates Baden BPO Full timeWe are seeking a solutions-oriented client service representative with a passion for helping our clients. Client Service Representatives will act as a primary point of contact for escalated customer matters and must possess excellent negotiation skills required to maximize retention of incoming cancelation requests. **Responsibilities**: - Handling inbound...
-
Client Service Executive
2 months ago
Dubai, United Arab Emirates Masa trading Full timeWe are seeking a friendly, highly skilled client services representative who should be very fluent in Arabic to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining...
-
Customer Service Representative
3 weeks ago
Dubai, United Arab Emirates Career Compass Travel Services L.L.C. Full timeWe are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers. **Customer...
-
Customer Service Representative
3 days ago
Dubai, United Arab Emirates Brinks Global Services Full time**CUSTOMER SERVICE REPRESENTATIVE WITH LOGISTICS BACKGROUND** **BASIC QUALIFICATIONS**: - Bachelor Degree holder (Preferable) - Proficient in oral and written English communication. - Must have at least 3 years of experience in Customer Service & logistics related processes. - Analytical and problem-solving skills. - Showcase proactive attitude & good...
-
Customer Service Representative
3 weeks ago
Dubai, United Arab Emirates HAQ Kamel Pay Services LLC Full timeCustomer Service Representative Responsibilities (Female): - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Responding promptly to customer inquiries. - Communicating with customers through various channels. - Acknowledging and resolving customer complaints. - Knowing our products inside and out so that you...
-
Client Service Executive
1 week ago
Dubai, Dubai, United Arab Emirates Masa trading Full timeWe are seeking a friendly, highly skilled client services representative who should be very fluent in Arabic to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining...
-
Customer Services Representative
1 week ago
Dubai, Dubai, United Arab Emirates Apex Employment Services Full timeCustomer Services Representative Maintaining a positive, empathetic, and professional attitude toward customers at all times. Responding promptly to customer inquiries. Communicating with customers through various channels. Acknowledging and resolving customer complaints. Knowing our products inside and out so that you can answer questions. Keeping records...
