Client Relationship Manager - (US-NY-New York)
Client Relationship Manager - (US-NY-New York)
Compensation: $120K - $150K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: B0800302JA
Experience Required : 10 + years
Degree Required : 4 Year Degree
Travel Required : 0-10%
Client Relationship Manager: To serve as primary liaison between client and the service team. This individual will be the client relationship manager for flagship client relationships in addition to managerial responsibilities. Functions include: Lead launch/conversion process for new funds. Understand/document and manage client service requirements for team of RM's which include the preparation of Service Level Agreements and client report cards. Coordinate with AIS and, as applicable, custody service delivery teams in order to ensure that service requirements are understood and delivered in line with service levels agreed with client. Serve as primary client contact for outside of daily service delivery communications. Initiate, proactively, an ongoing dialogue with client in order to (1) Understand changes or potential changes to client s business; (2) Ensure that services provided by AIS meet client current or anticipated requirements; (3) Ensure that service issues are resolved in a timely manner. Work with Sales to provide proposals, pricing for new client launches/conversions. Cross-sell bank products in coordination with Client Executive and other Bank sales teams.
College Degree 10 years experience in marketing or product development within the securities industry. Knowledge of custody. Knowledge and experience in hedge fund industry. Knowledge of securities processing and servicing products with special emphasis on fund accounting and administration, transfer agency and global custody. Knowledge of cash management, trade execution, foreign exchange, securities lending, clearing, credit and finance also helpful. Strong project management skills are critical. Strong emphasis on leadership. Strong oral, written and interpersonal skills.
Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume.
NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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9 East 37 Street
New York, NY 10016
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