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.
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
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
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
Leading and developing talent
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.