Client Relationship Manager
Core
Primary point of contact for Capital Markets customers managing onboarding, project delivery, and ongoing service coordination.
Role type
Client Relationship Manager
Builds
Managed Services projects and client success outcomes for Capital Markets customers
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
customer relationship management, project coordination, consultative support, issue resolution, onboarding planning, stakeholder communication, data analysis, customer management tools proficiency
Preferred skills
accounting or finance experience, Capital Markets processes knowledge, Salesforce/Gainsight proficiency
Responsibilities
Deliver high-quality customer service throughout Managed Services projects; manage assigned book of business through regular checkpoints; develop understanding of customer requirements and provide consultative recommendations; resolve moderate issues and escalate complex matters; design and execute onboarding project plans; coordinate filing processes; support working groups including counsel and bankers; train customers on platform capabilities; track communications and metrics using management tools; gather and communicate customer feedback to internal teams.
Seniority
Mid-level, hands-on IC
