CT Sr Client Services Mgr Job

CT Sr Client Services Mgr (Job Number: 1311865)

Description

The Senior Client Services Manager has primary responsibility for the management of a portfolio of the most complex Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts. As the primary account representative, the Senior Client Service Manager is responsible for servicing the overall client relationship within the assigned portfolio. This shall include the day to day oversight of the assigned accounts, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and administering debt issuance including various complex financing structures and services related to assigned corporate trust products. The Senior Client Service Manager will also play a role with the Relationship Manager and Sales group in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other intermediaries and industry professionals. Additionally, the Senior Client Service manager will manage the relationships of assigned products, with the Portfolio Manager, Underwriter, Rating Agency, Accountants, Investors and Insurers) and active participation on products and services delivered. This role is responsible for addressing client issues proactively, efficiently and to the satisfaction of the client (s). The role includes 1) service delivery expertise, 2)servicing of client inquiries, escalation of client issues, conducting annual client reviews from a service delivery perspective, 3) the monitoring and administration of client service issues including SLA's, governing document guidelines and/or indenture guidelines, processing activities, overdrafts, and cash balances, 4) reporting and other activities including specialized client reporting, interfacing with Compliance, Audit, Risk and Legal, as well as to manage and respond to audit requests. The Senior Client Services Manager will work in close communication and collaboration with the Business Managers, Client Administration, Client and Business Development, TMG as well as Business and Product Management to ensure the delivery of service excellence to our clients.

Qualifications

B.A./B.S. or 8-10 years in financial services and corporate trust or capital markets managing accounts. Graduate Business Degree preferred. 10+ years experience with emphasis in global client service preferred.

Primary Location: Poole, Dorset, GB
Internal Jobcode: 31637
Job: Corporate Trust
Organization: Global Client Solutions-HR10810

October 2, 2013 • Tags:  • Posted in: Financial

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