Lead-Client Management
Core
Own specified client-driven activities, processes, and outcomes for clients owned by the EMEA Client Management team, ensuring excellent service and experience.
Role type
Client Management Lead
Builds
Client service processes, reporting, and communication workflows for asset management clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
client onboarding, process ownership, query resolution, cash flow management, CRM coordination, data analysis, project coordination, process improvement, risk governance
Preferred skills
fund management knowledge, automation experience, complex data analysis, time management under pressure
Technologies
Salesforce, Excel, Teams, Outlook
Responsibilities
Enable clients to invest in funds including agent set-up and authority to deal; resolve day-to-day client and Transfer Agent queries; manage creation and delivery of information for audit and due diligence requests; coordinate production and delivery of outbound client communications; maintain and update client management data and records; assist in coordination of client projects and track progress; identify opportunities to improve processes including automation and efficiency; support processes related to client complaints and risk events
Seniority
Mid-Senior, hands-on IC