Serve as day-to-day contact for assigned clients, and help ensure we deliver the continued value of our products and services across onboarding, implementation, training, adoption, and retention.
Work closely with the sales team and assigned clients to establish relationships as a trusted partner building trust and rapport while identifying areas of revenue growth opportunity
Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth (up-sell and cross-sell), and share learnings
Develop and maintain customer service best practices as well as content, in partnership with teams across the organisation (Operations, Technology, Support, Middle Office, Legal and Compliance, Finance, etc.).
Analyse data, diagnose client needs, make accurate conclusions and use a consultative approach to provide recommendations and help clients overcome issues and achieve their goals
Document workflows and processes across functions where required for clients.
Assist senior management in establishing and maintaining key relationships with counterparties, including executing brokers, custodians, and service providers, to achieve the firm's market coverage and strategic business goals.
Collaborate closely with management to formulate, develop, and update internal policies and procedures, ensuring alignment with international best practices.
Work directly with senior management in the end-to-end development of new products, from concept and design through to final production and market launch.
Coordinate and work with cross-functional teams, specifically the business and system development teams, to drive ongoing enhancements of systems and processes to meet evolving business demands and regulatory requirements.
REQUIREMENTS
Bachelor's degree in Business Administration, Finance, Economics or related field (Master's preferred).
3+ years of experience in client relationship management, operations, or business development within financial services or related industries.
Strong analytical and problem-solving skills with a consultative approach.
Excellent communication and interpersonal skills to engage with senior stakeholders.
Ability to manage multiple priorities and work collaboratively across teams.
