|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
|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
|関連キーワード||運用会社 オペレーション 管理業務|
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