Client Relationship Manager
Core
Support senior Client Relationship Managers in managing client strategies, service delivery, and operational issues for fund administration clients.
Role type
Junior Client Relationship Manager (support track)
Builds
Fund administration and middle office solutions for global institutional clients
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Client relationship management, service delivery coordination, risk identification, commercial awareness, financial reporting, stakeholder coordination
Preferred skills
Professional qualifications in finance, cross-selling initiatives, governance implementation
Technologies
CRM systems
Responsibilities
Support management of client relationships and act as secondary point of contact, monitor service delivery and track client requests/issues, identify opportunities for additional services and scope changes, support tracking of client profitability metrics and invoicing, coordinate with internal teams (Operations, Product, Compliance) to ensure effective service delivery
Seniority
Junior, support track