Client Services Manager
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What you'll do
- Managing day-to-day client service delivery and operational oversight.
- Building strong relationships with internal and external stakeholders.
- Managing client issues, incidents, escalations and service-level requirements.
- Leading client meetings, due diligence visits and service reviews.
- Overseeing KPI and monthly reporting.
- Supporting new product/service implementations and client take-ons.
- Working with operational teams on regulatory change and process improvements.
- Identifying opportunities to improve efficiency, service quality and client experience.
- Supporting client projects, testing and change initiatives.
- Providing leadership, guidance and support to operational teams.
What they're looking for
- Strong client relationship and stakeholder management skills.
- Experience within financial services, banking, fund administration, fund accounting or Transfer Agency.
- Excellent communication, organisational and problem-solving abilities.
- Experience managing complex issues and working to tight deadlines.
- Strong understanding of financial services operations and regulatory requirements.
- A proactive, client-focused approach with the ability to work independently.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Our client is a leading global financial services organisation seeking an experienced Client Service Manager / Senior Consultant to join its Client Services team.
This is a client-facing, operational role with responsibility for the day-to-day delivery and oversight of Transfer Agency services across a portfolio of clients. The successful candidate will act as a key point of contact, ensuring high service levels, resolving complex issues and managing client deliverables against agreed SLAs.
Key responsibilities:
- Managing day-to-day client service delivery and operational oversight.
- Building strong relationships with internal and external stakeholders.
- Managing client issues, incidents, escalations and service-level requirements.
- Leading client meetings, due diligence visits and service reviews.
- Overseeing KPI and monthly reporting.
- Supporting new product/service implementations and client take-ons.
- Working with operational teams on regulatory change and process improvements.
- Identifying opportunities to improve efficiency, service quality and client experience.
- Supporting client projects, testing and change initiatives.
- Providing leadership, guidance and support to operational teams.
Ideal candidate:
- Strong client relationship and stakeholder management skills.
- Experience within financial services, banking, fund administration, fund accounting or Transfer Agency.
- Excellent communication, organisational and problem-solving abilities.
- Experience managing complex issues and working to tight deadlines.
- Strong understanding of financial services operations and regulatory requirements.
- A proactive, client-focused approach with the ability to work independently.
Company
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