Advanced Client Relationship Manager
Há 3 dias
Job Summary
">We are seeking a seasoned professional to serve as a Client Relationship Management expert in our Collateral Service Delivery Team. This role involves managing advanced/complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirements, and managing client & internal partner queries related to account reference data.
">Key Responsibilities
">- ">
- Account Onboarding">
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines">
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations">
- Performs authentication and first line of data quality checks ensuring all MDRs are met">
- Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes">
- Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs">
Client Relationship Management
">Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
">Team Collaboration
">Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
">New Product Initiatives
">Provides support on new product and technology initiatives
">Requirements
">- ">
- At least 8 years of experience in Client relationship management or Client Facing">
- Experience leading a team of at least 6 years">
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks">
- Ability to demonstrate flexibility and operate in a changeable environment">
- Organizational, analytical and problem resolution skills">
- Strong teamwork and influencing skills">
- Oral and written communication - ability to effectively interface with clients and internal partners">
Preferred Qualifications
">- ">
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge">
- Wider Securities Services industry knowledge">
- Experience with digital tools">
About Us
">We are a global leader in financial services, providing strategic advice and products to prominent corporations, governments, wealthy individuals and institutional investors.
">Seniority level
">- ">
- Mid-Senior level">
Employment type
">- ">
- Full-time">
Job function
">- ">
- Business Development and Sales">
Benefits
">We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
">Diversity and Inclusion
">We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
">Accessibility
">We make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
">Contact Information
">Please refer to our website for more information about requesting an accommodation.
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