Client Relationship Manager

A leading Fund Administration firm is hiring a Client Relationship Manager to act as the main point of contact between the company and its clients. The purpose of the role is to build effective relationships with clients and stakeholders, both external and internal, to ensure effective engagement and communication of strategy, initiatives and change both from the client to the company as well as from the company back to the client.

Specific duties
Duties include but are not limited to:
 Manage bilateral engagement and communication on strategy, initiatives and change
 Manage the client service team and ensure SLAs are adhered to and client service quality is maintained
 Effective management of queries, issues and client requests
 Effective negotiation, maintenance and management of Service Level Agreements and Key Performance Indicators
 Client monthly report back and management of the governance meetings (including the KPI and trends)
 Regular client interaction to build stronger relationships, ensure service levels are maintained and identify areas where the company can offer a more valued service
 Facilitate portfolio transitions i.e. take-on’s and disinvestments
 Facilitate change team with change control items
 Provide input and assist clients with new products and projects that impact service delivery
 Effective people management.
 Effective Risk management

Competencies: Experience, Skills and Behavioural Attributes
 Relevant experience in a client facing (servicing) role – minimum of 3 years
 Sound understanding of investment management industry and financial instruments, both domestic and international
 Relevant Accounting or Financial degree or diploma; or recognized industry subject matter expert
 High level legal and regulatory knowledge applicable to the investment management industry would be a benefit
 Ability to foster good relationships internally and externally to enable collaboration
 Strong communication skills, ability to have constructive difficult discussions

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