Client Services Manager - eFinancialCareers : Job Details

Client Services Manager

eFinancialCareers

Job Location : Cardiff, UK

Posted on : 21/12/2024 - Valid Till : 01/02/2025

Job Description :

What you'll be doing:

  • Demonstrating a strong level of knowledge of products and operational platform and understanding clients’ strategy and service requirements
  • Developing a clear understanding of the function of all business areas within the firm, building and maintaining an effective network of strong working relationships with those areas
  • Owning and coordinating the successful resolution of day-to-day client queries in line with client deadlines and SLAs, utilizing expertise from around the business where necessary and escalating issues to management as needed
  • Collaborating with the Client Relationship teams to ensure together we deliver a positive client experience
  • Rigorously applying and, where applicable, streamlining business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. This includes updating and maintaining all relevant records, logs, databases, and procedures
  • Acting as an inward and outward facing Client Service professional
  • Acting as project lead/representative on client service projects and steering groups, working closely with Client Teams and other key stakeholders as required
  • Continually seeking to identify opportunities for further process efficiency and improvement, evolving the team control environment, service delivery capability, and consequently the client’s service experience.

Experience required:

  • Good negotiation and interpersonal skills
  • Excellent written communication skills
  • Good knowledge of current investment market and economic issues
  • Institutional investment product knowledge, LDI, Cashflow matching, Credit, Real Assets and Index funds knowledge (desirable)
  • Report writing experience and project management skills (desirable)
  • Experience within the investment management industry including providing an exceptional level of client service and sales support
  • Demonstrable track record of dealing with external clients and building significant relationships with external contacts
  • Good workflow management experience

Salary : -

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