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15 Feb 2022
Full-Time Specialist, Client Service
Job Description
Specialist, Client Service
London, United Kingdom
ID: 4547
Job Description
Role Summary
The Specialist, Client Services has primary responsibility for the management of a number of Loan Funds or CLO (Collateralized Loan Obligations) portfolios of Corporate Trust Clients and serves as the key day-to-day contact. The role is responsible for servicing the overall Client relationship ensuring delivery of our contract obligations; and has key responsibility for building Client Partnerships. The Specialist will lead a sub team of client service managers within Client Services co-servicing Client Relationships.
The successful candidate will:
- Address and resolve problems, possess strong decision-making and organizational skills, and will communicate effectively with Group Manager, internal shared service partners and with internal and external clients.
- Actively assist the Group Manager with developing and driving new strategic plan initiatives.
- Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
Transaction Management:
- Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution
- Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level Agreements, creation of KPI reports
- Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
- Lead and participate in client meetings and ensure minutes and follow up items are closed out
- Develop strong working relationships with Front Office Relationship Managers
- Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
- Employee Development: Key role in training of support team on Client and deal specific requirements
- Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy.
- Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
- Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers and clients.
- This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
Partner Management
- To proactively monitor and manage the activities performed within our business partners
- To hold regular meetings and escalate any concerns
Experience & Qualifications:
- Minimum 5 years Corporate Trust or related financial markets/securities industry experience and minimum 7 years financial services industry experience.
- Strong Client Management Experience
- Ability to review deal governing documents
- Experience in Loans (syndicated, bi-lateral, real estate) very desirable
- Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
- To proactively monitor and manage the activities performed within our business partners outside of Ireland
- Ability to quickly address issues – strong decision making
- Strong Financial Services Technical Skills
- Effective interpersonal, oral and written communication skills
- Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
- Proficiency in using Microsoft packages particularly Excel
How to Apply
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