The Client Service Management Team is dedicated to Transfer Agency (TA) specifically and will independently champion the 'voice' of the client across all TA Teams ensuring an enriched client experience.
The responsibility of the Client Service Manager (CSM) is to provide a leadership of issue resolution and client management within Transfer Agency.
The individual must have a strong sense of ownership and the capacity to work collaboratively across all internal functional areas of TA in order to drive solutions for our client's day-to-day challenges.
In addition, the CSM must work closely with the wider cross border teams to ensure that the delivery of TA services and relationship towards the end client is a seamless part of the holistic solutions package.
Main Duties Include :
The CSM is responsible for maintaining a full and detailed awareness of their allocated clients in the context of TA servicing in addition to having a general awareness of the global relationship, services solutions provided by the corporate group and how TA services contribute to the whole.
Deep technical knowledge of Transfer Agency functions.
Provide secondary oversight across departments in order to manage client challenges end-to-end and provide experienced support to allow functional teams to make sound operational decisions centered on the client result.
Act as escalation for Clients, in monthly service reviews and weekly service calls as required, be a senior representative for all Transfer Agency topics.
Contribute and guide the development of operating models to deal with changes in the client situation (volumes, complexity, distribution patterns, etc.).
Support Change Management to rollout services to new funds and ensure the smooth transition.
Lead and contribute to operational, client, risk and audit meetings as required.
Foster and develop close working relationships with other departments and locations to ensure that the client requirements and perceptions are understood by the operations teams as well as the CSM keeping abreast of operational constraints.
Strong background in Transfer Agency and Financial Services (minimum of 5 years)
Good knowledge of Fund Industry and Financial Market in general.
Knowledgeable in Luxembourg regulatory environment and good understanding of Luxembourg fund legal structure.
Advanced Computer Skills (Microsoft Office Excel, Word, PowerPoint, Outlook)
Excellent communication, organizational and problem solving skills.
Fluent in English (written and oral).