Associate Client Relationship Manager
Core
Supporting service delivery and client experience for a portfolio of funds and financial service clients by acting as a link between operational teams and clients.
Role type
Associate Client Relationship Manager (Fund Services)
Builds
Client service delivery, relationship development, and operational support for fund administration clients.
Domain
Fund Administration and Middle Office Solutions
Deliverable
client delivery
Required skills
client relationship management, service coordination, risk escalation, commercial awareness, data tracking, stakeholder communication
Preferred skills
understanding of fund structures, numerical analysis, problem-solving
Technologies
CRM systems
Responsibilities
Support management of client relationships through regular interaction and responsiveness; monitor service delivery to ensure agreed standards are met; identify opportunities for additional services or solutions; support basic tracking of client profitability metrics and reporting; act as a key coordination point between clients and internal teams.
Seniority
Mid-level, hands-on IC
