Custody Client Service Manager
Core
Trusted advisor for mutual fund clients, providing expertise on custody support needs, risk assessments, and product development to help clients grow their assets.
Role type
Senior IC client service manager (mutual fund custody)
Builds
Custody support services and product development for mutual fund clients
Domain
Financial services / Mutual funds / Asset custody
Deliverable
client delivery
Required skills
Mutual fund industry knowledge, client retention strategies, fee structure analysis, risk assessment, interdepartmental coordination, due diligence questionnaire handling
Preferred skills
Financial services operations/legal/accounting knowledge, risk management strategy, Microsoft Excel formula-driven spreadsheets, business judgment
Responsibilities
Maximize client retention and expand product services, monitor client assets and propose fee amendments, conduct monthly risk assessments and satisfaction surveys, research products to identify sales opportunities, coordinate internal meetings for client solutions, respond to due diligence questionnaires
Seniority
Senior, hands-on IC