✨ About The Role
- This role focuses on delivering high-quality services and solutions to clients while managing and strengthening business relationships.
- Responsibilities include facilitating communication across teams to resolve client issues and ensuring compliance with internal policies.
- The candidate will prepare documents and presentation materials for client service review meetings and manage follow-up actions.
- The role involves coordinating new client account activities and managing information flow regarding service issues and remediation plans.
- Collaboration with various functions within the organization is necessary to meet client requirements and enhance product offerings.
âš¡ Requirements
- The ideal candidate will have 8-10 years of experience in financial services, particularly in custody, fund accounting, or fund administration.
- Strong communication skills are essential for effectively interacting with clients, managers, and peers.
- A high level of professional maturity is required to manage stakeholder relationships and navigate complex client needs.
- The candidate should possess strong problem-solving and troubleshooting skills to anticipate and resolve issues proactively.
- Time management and analytical skills are crucial for handling multiple client accounts and service requirements efficiently.