Client Account Services Sr. Manager
Core
Managing end-to-end service experience and complex operational needs for institutional and sub-advised clients.
Role type
Senior Individual Contributor (Client Account Services Manager)
Builds
High-quality client service models and operational processes for professional clients
Domain
Asset Management / Institutional Client Services
Deliverable
client delivery
Required skills
complex operational issue resolution, data analysis for process improvement, regulatory compliance knowledge, stakeholder liaison, process optimization, risk management, team leadership
Preferred skills
institutional client support familiarity, asset management business knowledge, cross-functional program leadership, independent initiative, multi-project prioritization
Technologies
N/A
Responsibilities
Resolve highly complex operational issues in accordance with regulatory requirements; review data analysis to identify and recommend process enhancements; liaise with internal and external stakeholders to customize service models; conduct operational due diligence meetings with clients; lead disciplinary or cross-functional risk programs; advise management and key external stakeholders on broad-ranging projects
Seniority
Senior, hands-on IC with team accountability
