Client Relationship Management

  • Negotiable
  • Full Time
  • Anywhere
  • Posted 2 months ago

Client Account Manager – Funds Business 

Our cient is a leading operator in the management of funds in Dublin.  This is a client led role so the desirable individual must be very comfortable managing client relationships.  This role will be open to both full-time and part-time applicants.  Applicants who request part-time working hours must have exceptional skills to suit the role.

Responsibilities :

  • To protect the existing organic book of business and grow it, whilst ensuring its profitability and client satisfaction with the services provided by the Group.
  • To contribute to the service management strategy for the group
  • To actively drive income by reviewing client profitability and developing strategies to ensure CIR targets are met  whilst driving cross sales growth on portfolio of existing clients.
  • To identify sales opportunities from within the group network that match group service capabilities.
  • Assist in ensuring the book of business via existing, organic, cross-sell and client referrals will generate revenue stream that reconciles to budgeted targets.
  • To assist in the  identification and work on new large strategic mandates generated by the group existing client base.
  • Assist in  the creation of a referral pipeline from existing clients through actively promoting group Services and seeking client introductions.
  • Ensure internal deadlines are met and procedures followed
  • managing the quality and efficiency of service delivered by the group within a service management framework overlaying operational departments and
  • managing the service expectation of clients against the product capabilities of the group.
  • Comprehensive Management Information to be delivered when required.
  • Timely Credit Application preparation and/or review on clients where applicable.

Experience Required :

  • An accounting or business degree or other qualifications relavent to the investment industry.
  • A minimum of  8 years funds industry specific experience is essential.
  • Good knowledge of investment accounting, investment valuations, custody services and investor services.
  • Excellent verbal and written communications skills.
  • Ability to cope with multiple priorities and coordinate the efforts of others in order to bring a process to closure.
  • Ability to cultivate new relationships easily to develop new opportunites.
  • Excellent relationship management with clients and colleagues.
  • Ability to work effectively in a team and to tight deadlines.
  • Excellent interpersonal skills. 
  • Understanding of varied product solutions required within the client base.
  • Understanding of product and market risks.
  • Sound understanding of risk management and mitigation techniques.

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager