Client Service Principal
1 day ago
Position Overview
A Client Service Principal is sought to manage and strengthen client relationships by delivering exceptional service and proactive communication. This role serves as a liaison between clients and internal teams, ensuring client satisfaction, retention, and operational efficiency. The position will act as a point of escalation for investment teams managing client portfolios while contributing to the development of operational processes and procedures.
Responsibilities
- Supervise staff handling daily operations for client portfolios.
- Ensure the accuracy and timeliness of client deliverables, including reports, statements, and reconciliations.
- Enforce compliance with operational procedures and standards.
- Provide mentorship and coaching to junior team members.
- Conduct performance evaluations for assigned mentees.
- Serve as an escalation point for operational inquiries from client teams.
- Deliver a client-focused approach, ensuring best-in-class service.
- Address client inquiries, issues, and concerns promptly.
- Identify opportunities to improve the client experience proactively.
- Oversee and ensure accuracy in portfolio actions and investment execution.
- Approve wire transfers, execution instructions, and alternative investment documents prepared by junior staff.
- Collaborate with internal teams, such as Compliance and Legal, to manage client relationships effectively.
- Act as a client advocate during internal discussions to ensure their interests are prioritized.
- Work with internal teams to deliver seamless client service.
- Recommend and implement improvements to client service processes.
- Collaborate on process improvement initiatives across teams.
- Support strategic and tactical projects related to client service systems.
- Ensure adherence to information security policies and raise concerns as needed.
- Identify and mitigate risks related to client accounts and operational processes.
- Collaborate with global operations to enhance risk controls based on industry standards and regulatory updates.
Qualifications
The ideal candidate will have a strong focus on detail, organizational skills, and problem-solving capabilities, combined with the ability to perform in a fast-paced environment.
- Minimum 8 years of experience in investment operations or financial services, with at least 5 years in client service.
- Experience working with OCIO clients or high-net-worth individuals is preferred.
- Prior supervisory or management experience.
- Proven ability to manage multiple priorities effectively.
- Strong analytical, organizational, and communication skills.
- Proficiency in financial analysis tools, CRM systems, and MS Office Suite.
- Demonstrated leadership and interpersonal skills.
- Commitment to professionalism, integrity, and a collaborative team approach.
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