Client Services Manager
other jobs eFinancial Careers
Added before 1 hours
- Wales,Cardiff
- full-time
- Competitive salary
Job Description:
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
*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
Job number 1838802
metapel
Company Details:
eFinancial Careers
From simple beginnings in 1995, Talent has been on a journey to redefine the world of recruitment through creating the most empowering customer and ca...