Client Service Manager

Currently recruiting for an accomplished Client Service Manager, our client is seeking to attract a driven candidate capable of delivering a quality and competitively priced service.  The successful candidate will be responsible for directing team resources to achieve overall client satisfaction and will be evaluated on their ability to do so successfully, efficiently, and in a cost effective manner.  Achieving this requires leadership, initiative, creativity, and management skills including delegation and the ability to instill enthusiasm and commitment among team members.

Responsibilities

• Ensure adherence to all established procedures and controls
• Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups
• Establish and maintain relationship objectives with Global Relationship Sales Managers (GRSM), including a strategic client service plan to ensure exceptional value and service is provided to Global Custody clients
• Serve as an escalation point for client service issues and deliverables
• Work closely with GRSM to identify opportunities to cross-sell products and services
• Improve the profitability and revenue stream of primary accounts through innovation, efficiency driven automation, introduction of new products and timely collection of aged receivables
• Remain knowledgeable of changing industry initiatives and products and services and communicate new developments to clients
• Establish appropriate contacts across all levels at clients’ organizations
• Ensure all client legal, tax and documentation related issues are appropriately documented
• Maintain a leadership role by developing internal relationships with key players in other departments to accomplish goals and resolve issues
• Participate in internal cross-departmental committees and project teams
• Cross-train staff on Fund Accounting and Custody procedures to develop depth and breadth of knowledge
• Provide ongoing feedback and coaching to staff to improve individual and team performance
• Complete and oversee the completion of the annual performance review process
• Oversee promotion recommendations and compensation adjustments for direct reports
• Manage performance issues  and disciplinary process for employees failing to meet team expectations

Requirements

• Minimum of 5-7 years fund accounting experience
• Minimum of 2 years supervisory/management experience
• Experience in project initiation, planning, and follow through
• Experience in coordinating and influencing department to meet client needs
• Proven ability to identify, recommend and implement solutions