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Director, Client 360 (Client Relationship Management)
Director, Client 360 (Client Relationship Management)MUFG Investor Services • Halifax, Nova Scotia, Canada
Director, Client 360 (Client Relationship Management)

Director, Client 360 (Client Relationship Management)

MUFG Investor Services • Halifax, Nova Scotia, Canada
7 days ago
Job type
  • Full-time
Job description

In the current asset servicing environment clients are looking for service providers to not only provide core administration services but also act as trusted advisor and partners. The role is to create a client focused culture within the company. Focusing on Client satisfaction by ensuring an enhanced service model is delivered to clients.

Client 360 will help coordinate deliverables across operations teams help mitigate risk and communication strategy for incidents participate in global projects to standardize and enhance our target operating model implement client satisfaction monitoring and strengthen and develop relationships with our clients.

Reporting to the Executive Director Client 360 you will :

  • Develop relationships with key decision makers and operations staff at our clients.
  • Manage client relationships and act as escalation point for all client queries
  • Own and manage incidents / errors end to end in a timely manner.
  • Maintain a high level of client satisfaction and retention.
  • Management and oversight of client specific SLAs and KPI adherence by operations teams.
  • Host monthly service calls with clients with our SLA and KPI data.
  • Participate in client DDQs and oversight of periodic due diligence visits.
  • Determine RAG rating for clients. Escalation to internal senior management where appropriate.
  • Oversee and review client profitability and ownership of client account strategy to drive future growth.
  • Manage client profitability through workforce planning with operations teams and adherence to common operating model.
  • Explore cross-sale opportunities where applicable. Actively participate in RFPs or other business development opportunities as required.
  • Ownership of commercial conversations with our clients. Initial point of contact for new product launches and services.
  • Participate in global projects to improve client related initiatives or projects with the operational teams.

#LI-Hybrid

Qualifications : You Have :

  • Third Level Qualification (degree or higher) in a relevant field.
  • At least 10 years experience working in the fund administration or asset management industry with experience managing client relationships. Providing high quality service and understanding client needs. This can include other administrators investment managers or fund auditors.
  • Demonstrate leadership and the ability to effectively manage a team of accounting professionals.
  • Excellent business acumen through a strong understanding of the fund administration business and the drivers of profitability and success.
  • Exceptional client service and the ability to satisfy the requirements of a complex and demanding client base. The ability to service these clients while maintaining the interests and health of the organization is critical.
  • Strong computer skills with strengths in Microsoft Office products.
  • In-depth understanding of fund administration industry. This includes various fund structures fee calculations financial instruments and fund offering documentation review.
  • Demonstrate a high level of problem solving and innovative thinking in order to develop solutions to complex problems.
  • Experience with fund administration software such as Geneva Investran Yardi and Mantra would be beneficial but not necessary.
  • Additional Information :

    Whats in it for you to join MUFG Investor Services

    Take a look at our careers site and youll find everything youd expect from a career with the fastest-growing business at one of the worlds largest financial groups. Now take another look. Because its how we defy expectations that really defines us. Youll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation laser client focus and next-level LEARNING & DEVELOPMENT. Oh and we really walk the talk when it comes to HYBRID WORKING.

    So why settle for the ordinary Apply now for a Brilliantly Different career.

    MUFG is an equal opportunity employer.

    Remote Work : No

    Employment Type : Full-time

    Key Skills

    Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

    Experience : years

    Vacancy : 1

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    Director Client 360 Client Relationship Management • Halifax, Nova Scotia, Canada

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