Client Service Manager Job Role
The role of the Client Service Manager involves overseeing multiple Tier 1 clients and ensuring all aspects of the service are maintained as per the client service level agreement (CSLA) in relation to transfer agency.
The department provides a third-party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.
* Coordinate functional teams; manage work, communication and issue resolution activities.
* Collaborate with operational partners in producing daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.
* Maintain high-quality client service levels by ensuring timely and accurate delivery of information and work products.
Key Skills and Qualifications:
* Proven experience in a client-focused role gained in the financial services or banking industry.
* Operational experience in a transfer agency role is preferred but fund accounting, fund administration or banking experience will be considered.
* Track record of building and maintaining strong client relationships.