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Client relationship manager - funds

Dublin
Morgan Mckinley
Client relationship manager
Posted: 2 December
Offer description

Senior Client Relationship Manager - Asset Servicing Role overview : In this role you will be the primary contact for an assigned portfolio of clients.
You will liaise with clients and organise & attend regular review meetings / calls.
You will resolve queries through to completion in a timely manner and liaise with clients to better understand their needs and requirements, and to identify potential process improvements and / or additional services that can be provided.
Duties & Responsibilities : Attend client board meetings and coordinate with the various departments / teams regarding their respective attendance, resolution of matters arising from previous board meetings and anticipating possible discussions items at the board meetings.
Keep clients updated on all Asset Servicing products and services.
Assist clients launch new funds.
Ensure all necessary documentation and forms are in place for each client.
Liaise with colleagues internally to ensure all outstanding operational issues are identified and addressed and where necessary advise the client.
Develop and maintain strong working relationships with colleagues in the various different departments, locally and beyond.
Develop and maintain excellent working relationships with a portfolio of clients.
Key Skills & Experience 5+ years experience as a Client Relationship Manager in the funds industry.
Experience of attending, presenting and taking a lead role at board / client meetings.
Comprehensive working knowledge of at least one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).
Good knowledge of current regulatory developments affecting the funds' industry.
Project management skills.
Interpersonal and networking skills with a proven track record of dealing with clients, industry associations and senior management Strong communication, presentation and negotiation skills Risk management and mitigation focus Proven organisational and time management skills All interested candidates should send Cvs to Susan Nix - Skills: Client Relationship Manager Funds Fund Launch Benefits: Pension Healthcare Bonus

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