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Client services portfolio manager

Dublin
beBeeClientService
Portfolio manager
Posted: 17 September
Offer description

Job Title

We are seeking a skilled professional to fill this key role.


About the Role

This position will involve working closely with clients to provide exceptional service and support, promoting 100% client satisfaction by interacting with clients on service & operating issues and opportunities.


Main Responsibilities

* Develops, maintains, and broadens partnerships with clients, understanding their business needs to predict their requirements and deliver suitable solutions.
* Acts as the trusted adviser for clients, assisting in developing and executing strategic plans tailored to their unique needs.
* Promotes the use of self-service tools to minimize client inquiries.
* Analyses payment activities to identify efficiencies and cross-selling opportunities.
* Promotes knowledge sharing and best practices across the Service team.
* Participates in and supports various initiatives.
* Identifies opportunities for product development and enhancement.
* Establishes internal partnerships (Sales, Operations, Product, Technology).
* Recognizes and escalates potential risks associated with client activities.


Required Qualifications, Capabilities, and Skills

* Excellent communication skills.
* Able to work under pressure while maintaining a professional demeanor.
* Dual-capability to work both as a team player and independently.
* Demonstrated cultural sensitivity and awareness.
* Proven negotiation skills.
* Strong organizational skills to manage multiple priorities while meeting deadlines.
* Able to develop and mobilize internal networks and resources.
* Able to effectively utilize and manage multiple systems.


About Us

We are a global leader in financial services, providing strategic advice and products to prominent corporations, governments, wealthy individuals, and institutional investors. Our focus is on building long-term partnerships to help clients achieve their objectives.

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