Client Relationship Manager
Core
Develop and maintain strong client relationships for fund administration services, acting as a trusted advisor to C-suite executives and senior decision-makers to drive retention and growth.
Role type
Client Relationship Manager (Funds Administration)
Builds
Client retention, revenue growth within existing accounts, and seamless onboarding for funds and services.
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Client relationship management, business development, stakeholder management (C-suite), commercial awareness, Salesforce proficiency, presentation skills, project coordination
Preferred skills
Experience in funds management, investment administration, or banking; ability to navigate complex regulatory environments
Technologies
Salesforce, Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Support business development and revenue growth objectives; manage client contractual and commercial arrangements including SLAs; serve as primary point of contact for operational matters and escalations; prepare agendas and lead client discussions; monitor client satisfaction and identify service enhancement opportunities; advocate for client priorities internally; prepare client reporting and business reviews.
Seniority
Mid-level, hands-on IC
