Act as the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues
Job Summary
Act as the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues.
Development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s).
Identification and follow through on revenue growth opportunities through cross/up-selling, client follow-on business, contract review and identification of scope creep.
Matching Summary
Act as the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues.
Skills & Requirements
Must-have
Dedicated client point of contact
Manage client relationships
Resolve client queries
Coordinate internal stakeholders
Prepare client reporting
Administer CRM system (Salesforce)
Nice-to-have
Trusted advisor
Advocate for the client
Positive disrupter
Industry-changing realities
Key Requirements
Bachelor Degree in Business or Finance
Experience in funds administration, funds management or custodian
At least 4 years’ experience in a corporate environment