Institutional Client Service Manager

Phaxis • Ny, NY

1d

About The Position

A growing financial services organization is seeking a client-focused professional to manage relationships with key institutional clients. The role partners with sales, operations, technology, and other internal teams to resolve operational issues, improve service delivery, and enhance the overall client experience.

Requirements

• Strong client relationship management and communication skills.
• Excellent organizational, analytical, and problem-solving abilities.

Nice To Haves

• Experience within financial services, capital markets, or operations.

Responsibilities

• Build and maintain strong relationships with key clients, ensuring a high standard of service.
• Coordinate with front-office, operations, technology, and internal stakeholders to address client needs.
• Monitor pre-trade and post-trade activity, proactively identifying and resolving operational issues.
• Prepare client presentations, service metrics, and management reporting.
• Lead cross-functional projects focused on process improvements, technology enhancements, and service delivery.
• Monitor industry trends and regulatory developments impacting clients.
• Support clients exploring technology and AI solutions to improve post-trade operations.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed