2 дня назад
Director, Client Servicing (Fund Administration)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Client Servicing (Fund Administration): Building a client-centric service model for fund administration clients with an accent on client satisfaction, SLA compliance, and risk mitigation. Focus on coordinating cross-team alignment, driving service improvements through KPI/RAG reporting, and managing onboarding, change requests, and profitability discussions.
Company
provides asset servicing solutions for the global investment management industry.
What you will do
- Own client relationship management, including escalation handling, tailored account plans, and retention-focused service delivery.
- Manage client service delivery by implementing and monitoring SLAs, proactively addressing risks/issues, and driving operational service improvements.
- Oversee client KPI reporting and service calls; determine and report client RAG status and escalate internally when needed.
- Lead new business and onboarding activities, including cross-sell identification, RFP support, and ensuring quality client experience for new funds.
- Manage client profitability by analyzing margin drivers, owning commercial discussions, and monitoring billing and KPI breach remediation.
- Coordinate client change management, risk/corrective actions, board reporting coordination, and facilitate client due diligence requests.
Requirements
- Third-level qualification (degree or higher) in a relevant field.
- Demonstrable experience in fund administration or asset management with experience managing client relationships and delivering high-quality service.
- Proven leadership ability to manage a team of accounting professionals.
- Strong business acumen and in-depth understanding of fund administration (fund structures, fee calculations, financial instruments, and offering documentation review).
- Exceptional client service skills for a complex and demanding client base, balancing client needs with organizational interests.
- Strong computer skills, including Microsoft Office; experience with fund administration software (Geneva, Investran, Yardi, Mantra) is beneficial.
Culture & Benefits
- Hybrid working approach with flexibility to work from where employees are based while staying connected to the team and culture.
- Attractive compensation package including base salary, group medical insurance, group pension scheme, paid holidays, and support for professional subscriptions and gym memberships.
- Opportunities for continuous learning and development and a collaborative work environment.
Hiring process
- Application review followed by interview-stage selection; only candidates proceeding to interviews will be contacted.
- Provide accommodation needs during the recruitment process if contacted to ensure fair and equitable access.
Location: Hong Kong
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