HomeKandidierendeStellenClient Manager Service Assurance Investor and Treasury Services

My customer is a specialist asset servicing provider to the world’s leading asset managers and financial institutions.

What is the opportunity?

Client Management is the operational service contact accountable for overall client satisfaction with Investor & Treasury Services. Client Management owns the operating model and services provided and is accountable for the overall client experience and satisfaction.

The role brings industry knowledge, technical expertise, and a working knowledge of all client activities and touchpoints across both client and organization. You will support increased interoperability to meet business objectives and improve efficiency. You will be responsible for the day-to-day management of all client engagements, ensuring service standards are met to analyze and review issue tracking and data to enhance service delivery.

What will you do?
  • Act as an operational point of contact for client coverage, proactively responding to client’s requirements across multiple geographies. Support the client service activity across all geographies and manufacturing locations. Deliver operating models, products and services and analyses data/information to support decision making and solution modelling discussions
  • Work directly with client leaders and functional leads, execute the operational strategy for client coverage with a focus on client satisfaction execution, model simplification, greater efficiency and automation of client process, and identifying, predicting and proactively managing client requirements
  • Complete client activity logs including day to day activities/issues, change and on-boarding events. Ensure the service standards are met through daily review of key data, issue tracker and query management
  • Support the management and execution of all change events including large scale projects/programs, regulatory and industry change, and client imposed change. Manages multiple stakeholders to ensure clients expectations are met or exceeded
  • Support the communication of the client’s strategic requirements internally and helps to align activities with the customer's strategic product initiatives/roadmaps by influencing, problem solving and solution planning with relevant stakeholdersWhat do you need to succeed?
  • 5-10 years + of progressive financial services experience
  • 5 years + managing clients with a global footprint
  • Post secondary education with an accounting/finance or equivalent experience
  • Solid understanding and know-how of fund operational processes
  • Excellent communication skills (English, German, oral, written and non-verbal) and ability to operate alongside senior leaders, functional leads
  • Exceptional client facing skills including negotiation and influencing at a senior level
  • Experience in project/program supportWhat’s in it for you?
  • A comprehensive Total Rewards Program
  • Leaders who support development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Opportunities to building close relationships with clients
  • Flexible work/life balance options, flexible work arrangements


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Peter Vogler Partner
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