Client Service Manager h/f in genève

veröffentlicht
Kontakt
Zakaria Arnouni, Genf Office
Jobtyp
Festanstellung
jetzt bewerben

job details

veröffentlicht
Ort
genève, Genf
Sektor
Bank
Jobtyp
Festanstellung
Referenznummer
100919-17313
Kontakt
Zakaria Arnouni, Genf Office
Telefon
058 201 49 30

Stellenbeschreibung

we are looking for a profile for a Swiss Private BanK :

Client Service Manager - M/F

Permanent opportunity - immediate availability

The Institutional Client Service team is responsible for serving as primary contact large andcomplex institutional clients globally, helping to build relationships, improve profitability,retain and grow the Asset Management business.

The Institutional Client Service Manager (CSM) is responsible for:

  • The day to day client servicing to institutional clients and provide high quality client service including:
  • Deliver excellent service in coordination with various stakeholders(internal and external) throughout the client lifecycle to ensure a smooth client experience: OnBoarding of new clients, change or amendment of contract, adhoc request and termination
  • Ensure execution of contract obligations and contribute with internal teams to resolve any operational issues, challenge and escalate any potential risks to the business
  • Support and strengthen the existing relationship in close collaboration with the Sales Offices
  • Ensure, with the team, that the CRM (Salesforce) is up-to-date, and all client communications are logged,
  • Coordinate the dissemination of static and dynamic UBP fund data to data providers and platforms (Bloomberg, Refinitiv, Morningstar, Allfunds, ...), be a leader for the understanding and interpretation of the Bank fund data by the data providers.
  • Acting as project manager for institutional clients' projects

Qualifikation

  • Experience requiredExperience of min. 5-8 years in the asset management industry is a must,Strong project management skills and experience in data analysis,Strong relationship building and collaboration skills
  • Contribute to CRM and regulatory ongoing projects.
  • Partner with colleagues and functions to innovate and develop newtechnology and operational processes that continue to improve yourclients' servicing experience,
  • Review services and processes on a regular basis, assess gap analysisagainst market practice and the local industry