Client Service Manager
Core
Manage relationships with a portfolio of Fund Solutions clients, acting as a key point of contact to ensure effective service delivery and resolve issues.
Role type
Client Service Manager (Fund Solutions)
Builds
Client relationships, service delivery, reporting, and business activity for Fund Solutions clients
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Fund Services expertise, client relationship management, stakeholder coordination, service delivery coordination, issue resolution, reporting and insight generation, revenue growth identification, project support, record management, regulatory awareness, adaptability, organization
Preferred skills
Experience in Fund Administration, Transfer Agency, Registry, Custody, or Funds Management, tertiary qualification in Business/Accounting/Finance/Commerce
Technologies
N/A
Responsibilities
Act as a key point of contact for a portfolio of Fund Solutions clients; Build and maintain strong relationships with client contacts and internal stakeholders; Develop understanding of client requirements and service delivery; Coordinate with internal operational teams to resolve client issues; Identify opportunities to improve client experience and service delivery; Support client meetings, service reviews, and key initiatives; Manage client expectations and contribute to service level discussions; Identify opportunities for new mandates and revenue growth; Support project management and implementation; Prepare client reporting including statistics and billing; Maintain accurate client records; Stay informed of industry developments and regulatory requirements; Proactively identify and resolve client issues; Adapt to changing business priorities.
Seniority
Mid-level, hands-on IC