Client Service Manager

Vor 7 Tagen

Geneve, Schweiz Brodard Executive Search Vollzeit

Description du poste
- For one of our clients, a Swiss private bank, we are looking for a Client Service Manager.- The Institutional Client Service team is responsible for serving as primary contact large and complex institutional clients globally, helping to build relationships, improve profitability, retain and grow the Asset Management business.- As the Institutional Client Service Manager you will be responsible for:
- The day to day client servicing to institutional clients and provide high-quality client service including:

- Deliver excellent service in coordination with various stakeholders (internal and external) throughout the client lifecycle to ensure a smooth client experience: OnBoarding of new clients, change or amendment of contract, adhoc request and termination,
- Ensure execution of contract obligations and contribute with internal teams to resolve any operational issues, challenge and escalate any potential risks to the business
- Support and strengthen the existing relationship in close collaboration with the Sales Offices,
- Ensure, with the team, that the CRM is up-to-date, and all client communications are logged,
- Coordinate the dissemination of static and dynamic fund data to data providers and platforms (Bloomberg, Refinitiv, Morningstar, Allfunds,...), be a leader for the understanding and interpretation of fund data by the data providers.
- Acting as project manager for institutional clients’ projects:

- Strengthen governance and accountability to ensure effective data feeding and monitoring,
- Review and streamline static and dynamic data dissemination processes, automate workflows and monitor data quality,
- Contribute to CRM and regulatory ongoing projects.
- Partner with colleagues and functions to innovate and develop new technology and operational processes that continue to improve your clients’ servicing experience,
- Review services and processes on a regular basis, assess gap analysis against market practice and the local industry
- Your profile:
- Experience of min. 5-8 years in the asset management industry is a must.
- Strong project management skills and experience in data analysis.
- Strong relationship building and collaboration skills.
- Comfortable with procedures, processes and automation.
- Fluent in French and English.

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