Client Manager, Fund Administration

Allvue Systems LLC • New York, NY

56d

About The Position

As a Client Manager in the Fund Administration Services department, you will manage and enhance the operational relationships with Allvue's high-profile and strategic fund administrator clients. Your role involves being a pivotal point of contact, deeply understanding clients' strategic goals, driving product utilization, ensuring client satisfaction, identifying revenue opportunities, and collaborating with internal teams to prioritize work and resolve issues.

Requirements

• At least 5+ years recently in a client facing relevant role (ie.external client software implementations, tech support)
• Demonstrated experience delivering customer success and achieving stakeholder objectives
• Strong ability to engage and work with stakeholders across all levels within client organizations.
• Experience in finance, customer service, or a related field preferred.
• Project management or consulting experience is a plus
• Proficient with financial and fund accounting software platforms.
• Savvy with technology and comfortable providing virtual and in-person presentations
• Exceptional communication skills with the ability to effectively communicate both in writing and verbally.
• Critical listening and feedback solicitation skills are essential

Responsibilities

• Develop and maintain high-level relationships within client organizations to understand their strategic objectives and promote product adoption.
• Organize and lead regular client meetings to discuss ongoing items, proposed enhancements, and ensure progress towards completion.
• Present product demos, conduct training, and liaise with key stakeholders to reinforce Allvue's value proposition.
• Proactively identify client issues and potential risks, lead the risk mitigation process, and coordinate across departments to resolve issues satisfactorily.
• Keep a record of client interactions, track product performance, and communicate any identified product and market needs.
• Work closely with Professional Services, Support, Sales, and Product teams to deliver a positive, cohesive customer experience.
• Stay informed of product features, actively engage in training and research, and mentor team members for knowledge sharing.

Benefits

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 501-1,000 employees