Client Service, Officer
About The Position
We are looking for a strong leader and critical thinker to be part of a Client Service team servicing large, complex custody-only client relationships. Our clients span all domiciles globally and all product types. The team requires someone who is a top performer and able to handle a fast-paced environment. The Client Service Officer will be part of a team providing both relationship management and daily operational support to our asset manager/clients. The role is also responsible for the team’s work allocation and oversight, process improvement strategies, training of new staff, problem resolution of client inquiries, and serve as an escalation point for external and internal clients.
Requirements
- BS/BA degree required.
- Must have a minimum of 5-7 years of related experience, preferably in financial services industry.
- Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
- Must possess leadership and management skills.
- Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
Nice To Haves
- MBA desirable
Responsibilities
- Responsible for managing multiple external client / investment manager relationships.
- Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
- Responsible for strategic aspects of maintaining and growing long-term client relationships.
- Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
- Proactive identification of client needs and potential internal issues impacting client satisfaction.
- Works closely with internal teams and clients to drive execution of initiatives.
- Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment.
- Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
- Provides project management support for client related initiatives.
- Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
- Supports the onboarding and conversion of new client relationships.
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
