Sales and Relationship Manager Funds Sector

  • Negotiable
  • Contract
  • Anywhere
  • Posted 1 month ago



The relationship manager has the responsibility for ensuring that the clients receive the defined levels of service provided by the company whilst building and maintaining positive working relationships with the client and their internal colleagues.

Key Responsibilities include :

The relationship Manager retains responsibilities for the overall client relationship and will be responsible for monitoring actions and reporting on operational service issues.

  • To Organise together with the Operational teams  for formal reviews with the client
  • To prepare quarterly review packs ( Power Point ) and attend reviews and then ensure that all action points are completed on a timely basis
  • To distribute agreed reviews to the client and internal service providers within 5 business days of the meeting
  • To distribute to all relevant parties meeting notes of any significant meeting
  • Maintenance of proper records and files for each client
  • To document co-ordinate and resolve problems and issues affecting the quality of service escalated from operations
  • To manage the operational contacts between the clients and the operational areas of the company
  • To monitor the performance of the company’s service against the operating procedures and service levels agreed with the client
  • To define the operating service level agreements with specified clients to negotiate changes to operating procedures and service standards (SLA)
  • To co-ordinate the take on of new clients and new services for clients in conjunction with the business change management team ensuring all client facing projects are on track and manage any client sensitive issues that may arise.
  • To ensure the business coverage tool, CIOSC is updated all times with agenda and minutes from all client events and client contract details are up to date
  • To assist the sales team in particular with the preparation of sales presentations and organization of sales meetings
  • To attend funds board meetings throughout the year
  • To prepare and distribute monthly client packs to clients following month end, highlighting key issues from the month
  • To co-ordinate reporting of pricing errors to the client

Qualifications and Experience Required :

  • A strong background in operations with at least 4 years experience in the securities services industry
  • Preference for individuals coming from a sales / relationship management role ONLY in the Funds Administration Business
  • Strong interpersonal skills, deep confidence in your personal ability to manage and retain high level corporate relationships
  • Excellent written / verbal communication and interpersonal skills
  • Self starter able to work effectively, independently and in a team environment
  • Awareness of business needs and ability to be proactive
  • Detail orientated with good time management and follow through skills

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Barbara Donnellan

Barbara Donnellan

  • Accountancy & Banking Manager