Client Relations Manager VP/AVP recruitment
Job Description:
Maintains enhances relationship with existing clients. Provides daily management of the relationship management staff specifically in the institutional investor services/custody group. Focus is on retaining existing accounts through proactive identification satisfaction of client needs.
• Directly manages the daily activities. Responsible for related management activities i.e., hiring staff development, salary actions, etc.
• Directly responsible for handling relationships.
• May assist or recommend to upper levels of department management the establishment of procedures, processes, or supply information for budget preparation.
• May participate in selling new products to existing clients.
• May participate in responding to RFPs submitted by prospective clients or current clients during rebid process.
• May provide technical guidance on legal issues.
• Responsible for the profitability of assigned accounts.
Minimum Requirement
• BSBA + minimum of 7 yrs related experience in relationship management in the financial services industry.
• Experience in fund accounting and fund operations is a plus
• Basic knowledge of company products and operational issues related to client needs.
• Demonstrated strong interpersonal, communications, analytical, presentation skills.