Client Services Manager
4 days ago
What you'll be doing:
- Demonstrating a strong level of knowledge of products and operational platform and understanding clients’ strategy and service requirements
- Developing a clear understanding of the function of all business areas within the firm, building and maintaining an effective network of strong working relationships with those areas
- Owning and coordinating the successful resolution of day-to-day client queries in line with client deadlines and SLAs, utilizing expertise from around the business where necessary and escalating issues to management as needed
- Collaborating with the Client Relationship teams to ensure together we deliver a positive client experience
- Rigorously applying and, where applicable, streamlining business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. This includes updating and maintaining all relevant records, logs, databases, and procedures
- Acting as an inward and outward facing Client Service professional
- Acting as project lead/representative on client service projects and steering groups, working closely with Client Teams and other key stakeholders as required
- Continually seeking to identify opportunities for further process efficiency and improvement, evolving the team control environment, service delivery capability, and consequently the client’s service experience.
Experience required:
- Good negotiation and interpersonal skills
- Excellent written communication skills
- Good knowledge of current investment market and economic issues
- Institutional investment product knowledge, LDI, Cashflow matching, Credit, Real Assets and Index funds knowledge (desirable)
- Report writing experience and project management skills (desirable)
- Experience within the investment management industry including providing an exceptional level of client service and sales support
- Demonstrable track record of dealing with external clients and building significant relationships with external contacts
- Good workflow management experience
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