Client Services Manager
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Your role
The Client Service Manager is primarily responsible to service the client’s needs by phone, mail,personal contact and/or together with the Relation/Sales Managers. We expect the Client Service Manager to really add value in the chain between the client and organization and therefore need a self-confident and strong sparring partner for our clients and stakeholders.
- Internal Account Management: Partnering with Sales and Account Management teams & other internal stakeholders/Client account oversight and monitoring clients’ IMA commitments
- Client Management: Responding to daily, informal ad-hoc client enquiries & requests on diverse, non-investment-related servicing matters/Information customization/Problem-solving/Incident communication /Consultant, Administrator, Custodian, KVG or other third-party client advisor communications, etc.
- Process Management: Client onboarding/Contract Management/Report distribution/Home-office support to sales and client relations teams globally/Information sharing
- Operational Support: Subscription and redemption processing/ Cash & Trade Support queries/Client Issue Resolution
- Special Actions: Compliance tracking and reporting/Invoice distribution/Due diligence request and meetings/Client communications of Corporate updates/Participation in special projects·
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