Team Leader Accountant Funds
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Teamleader Accountant Funds

Teamleader Accountant Funds

Our Client is a global organization specialized in fiduciary services, fund administration

and other financial services on behalf of multinational companies, private equity and

realestate firms, private investors and / or their advisors.


The Teamleader Funds is accountable for managing and developing team members and

the profitability of own client portfolio. This position is also accountable for revenue

generation and development and client satisfaction and retention, as well as performance

and growth of existing client portfolio.

Key Responsibilities

  • Be accountable for time writing, revenues, margins and client satisfaction for ownclient portfolio.
  • Proactively develop relationships with clients and provide teams with customerfeedback on services improvements
  • Proactively conduct strategic account reviews with all assigned customers on aregular basis to review service needs and usage trends.
  • Identify products andpricing that meet customer needs

  • Responsible for organizing visits to and from clients. Prepare meetings with otherattendants (having the right information, actions, items to discuss) and take care of
  • follow up.

  • Conduct Rate / Billing reviews to identify trends and ensure profitability and debtcollection
  • Responsible for billing clients of own team (monthly)
  • Address client concerns and ensure the resolution of issues in a timely manner,with follow-up when appropriate.
  • Deliver ongoing market analysis and assessment of competitors and marketintelligence with a focus on the future and value creation.
  • Retain client accounts through the development of strong relationships with keydecision makers and users within the client organization
  • Meet specific customer needs
  • Meet KPIs and targets set by the Director
  • Team management
  • Resource team appropriately to ensure high satisfaction
  • Supervise team to ensure quality of work and efficiency
  • Review and analyze productivity percentage of team members (weekly / monthly)
  • Develop and coach team members
  • Support sales force in quoting as required
  • Perform chargeable client work
  • Approve time charged to client accounts
  • Entrepreneurial business focus
  • Superb execution
  • Leading and developing talent
  • Building relationships
  • Impact and Influence
  • Decision making and problem solving
  • Integrity and reputation
  • Job requirements :

  • BA or Master Degree in Finance
  • Preferably a minimum of 7 years working experience with an administrativeservice provider
  • Preferably a minimum of 3 years working experience in coaching and leadership
  • Account Management and professional expertise
  • Excellent (English) written and verbal communication skills
  • We offer you :

    a challenging job in a rapidly expanding international company, with an informal

    company culture. There is the opportunity to expand your knowledge with excellent

    prospects for a further international career in one of our worldwide offices.

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