SVP, Client Services
Core
Oversee client service delivery, manage key client relationships, and lead the Fund Administration team for alternative assets.
Role type
Senior leadership (SVP) in client services and fund administration
Builds
Seamless client experience and operational excellence for hedge funds and alternative asset managers
Domain
Financial Services / Fund Administration / Private Equity
Deliverable
client delivery
Required skills
Fund accounting, business planning, budgeting, margin analysis, risk assessment, leadership, process optimization, regulatory compliance
Preferred skills
Private Equity software (Investran), International GAAP/IFRS, negotiation, rating agency relations
Responsibilities
Oversee client service delivery and monitor service provision to agreed standards, Formulate and implement key client service programs, Liaise internally with all operational areas to ensure awareness of all key client requirements, Visit clients on a periodic basis to evaluate service quality and identify client priorities, Assist in the resolution of complex client issues, Manage escalations and complaints within the team and within the department, Manage, train, and assist assigned Senior Account Managers in the successful running of their teams, Participate in the review of procedures and policies and supervision of VPs to ensure adherence to these procedures, Responsible for continuous risk assessment of current and potential new funds under administration, Identify issues/concerns and recommend company wide solutions for any/all high risk projects, Responsible for managing operational risks - monthly reporting on status reports and key development issues, Demonstrate proactive approach to industry and regulatory changes, Participate in and will be leading projects that may be defined from time to time in connection with the continuing expansion and evolution of the business
Seniority
Senior, hands-on IC with supervisory experience