Portfolio Experience Officer
4 weeks ago
Client Experience Officer
You will be responsible for delivering exceptional client experiences across various stages of the client lifecycle. This includes building deep relationships with clients, collaborating with cross-functional teams, and ensuring seamless delivery of client service excellence.
Key Responsibilities
- Develop and execute proactive operational service plans for clients, aligned with client expectations and strategic delivery initiatives
- Collaborate closely with meaningful Relationship Managers and other CSOs to ensure seamless delivery of client service excellence
- Drive and complete client RFP pitches and new business opportunities in your capacity of Client Service Officer (CSO)
- Manage client relationship through every stage of the life cycle, from assessing pre-win complexity, through to onboarding client mandates and completing ongoing service requirements
About You
- Proven client leadership skills and service philosophy
- Prior experience with financial services operational functions, as well as in working client-facing teams (7-10 years' experience)
- Ability to understand sophisticated investment portfolios and experience with associated operating models
- Experience in contributing to, and delivery of client RFP pitch materials and presentations
Our Benefits
We offer a wide range of employee benefits, including retirement investment tools designed to help you build sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for people you care about.
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