外資系運用会社でのクライアントサービスマネージャーの求人
求人ID:101473
募集終了
転職求人情報
職種
クライアントサービス
ポジション
マネージャー
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容
●Coordinate all required internal discussions and negotiations regarding client service requirements, including operational and reporting items,
prior to acceptance and documentation with each client/prospect
●Work with the Relationship Managers to gain an understanding of client intent to ensure that we meet the agreed upon deliverable as expected
●Lead client meetings to discuss any client service related topics and develop solutions
●Evaluate the firm’s client service capabilities/gaps and related risks driven by client requirements
●Ensure efficient delivery of the above, including collaborating with other line functions to develop client service solutions and process enhancement
●Work closely with Client Analysts (CAs) and other analysts, providing directions on client-related and other matters; proactively seek to involve CAs in client-related workflows; generally contribute to the professional development of CAs and other support staff.
●Contribute to the management of the business from servicing point of view, by participating in projects, committees, and informal groups, and initiating consideration of issues.
●Lead the client onboarding process in collaboration with the transition team, including coordination of the IMA review, guidelines, fee set up, and other legal documentation
●Establish reporting and other servicing standards with the client in terms of required data, delivery method and schedule, partnering with Client Reporting Services
●Establish and monitor formal service levels to clients based on size, revenue and other criteria
●Work with colleagues across the firm to evolve our client service infrastructure to minimize risk and enhance client expectations
prior to acceptance and documentation with each client/prospect
●Work with the Relationship Managers to gain an understanding of client intent to ensure that we meet the agreed upon deliverable as expected
●Lead client meetings to discuss any client service related topics and develop solutions
●Evaluate the firm’s client service capabilities/gaps and related risks driven by client requirements
●Ensure efficient delivery of the above, including collaborating with other line functions to develop client service solutions and process enhancement
●Work closely with Client Analysts (CAs) and other analysts, providing directions on client-related and other matters; proactively seek to involve CAs in client-related workflows; generally contribute to the professional development of CAs and other support staff.
●Contribute to the management of the business from servicing point of view, by participating in projects, committees, and informal groups, and initiating consideration of issues.
●Lead the client onboarding process in collaboration with the transition team, including coordination of the IMA review, guidelines, fee set up, and other legal documentation
●Establish reporting and other servicing standards with the client in terms of required data, delivery method and schedule, partnering with Client Reporting Services
●Establish and monitor formal service levels to clients based on size, revenue and other criteria
●Work with colleagues across the firm to evolve our client service infrastructure to minimize risk and enhance client expectations
必要スキル
●The Client Service Manager will have a minimum 10 years of experience in the investment management industry, client service, structure, planning, and operational experience.
●They must have strong relationship building and collaboration skills, as well as depth of expertise with complex investment related issues, capital markets, and the curiosity to continue to learn.
●Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks to solve business problems for clients is critical.
●Influencing, consensus building and strong quantitative, our company and verbal communication skills are required.
●A college degree is required, CFA/MBA preferred
●They must have strong relationship building and collaboration skills, as well as depth of expertise with complex investment related issues, capital markets, and the curiosity to continue to learn.
●Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks to solve business problems for clients is critical.
●Influencing, consensus building and strong quantitative, our company and verbal communication skills are required.
●A college degree is required, CFA/MBA preferred
就業場所
就業形態
正社員
企業名
外資系投資顧問会社
企業概要
外資系投資顧問会社
企業PR
業務カテゴリ
組織カテゴリ
備考
リレーションシップマネージャー[RM]の求人情報
外資系金融機関の求人情報
運用会社の求人情報
転職体験記
- 40代後半での初めての転職、ファンド運営会社へ(40代/男性/私立大学卒)
- 自身のキャリアアップに向け、大手銀行での希望ポジションへ(30代/男性/海外大学院卒)
- 海外事業を担当した経験を活かして大手リース会社での国際業務へ(50代/男性/私立大学卒)
- 日系メガバンク海外拠点から大手上場リース会社での国際業務へ(30代/女性/私立大学卒)
- 監査法人の海外駐在から大手リース会社での国際業務へ(50代/男性/私立大学卒)
- 国内証券会社、世界大手格付会社を経て、国内大手銀行での法人営業へキャリアアップ(30代/女性/有名私立大学卒)
- 公的金融機関での融資関連業務から金融機関での審査業務へ(30代/男性/私立大学卒)