• CDI, Plein-temps
  • DO Recruitment Advisors
  • 24 sept. 18

TA Client Services Manager AVP (M/F)

  • Luxembourg
  • Negotiable
  • Plein-temps

We have a new position for a TA Client Services Manager AVP within an Asset Management Company

TA Client Services Manager AVP (M/F)

This role will require a hands-on commitment to excellence in customer service, and quality construction of operational processes, directly or indirectly impacting the client service experience of mostly financial professional clients and financial intermediaries, in the EMEA region primarily.

The Job:

·Manage and mentor a team and develop a sustainable high quality customer service in all regards.
·Specifically ensure that transaction delivery, transaction confirmations, service fee delivery, commission delivery, dividend distribution, error handling, and client query handling, occurs in a manner that fully meets our clients' expectations;
·Proactively resolve operational issues, queries, errors and escalate timely when appropriate;
·Apply a resource conscious management, and implementation of efficient and cost effective procedures to meet the objectives;
·In strong cooperation with the company's core management, participate to oversee or lead projects to meet the objectives;
·Be responsible for external TA relevant client communication to Financial Intermediaries and shareholders on diverse subject matters; including operations announcements, inquiry and complaint responses, as well as mass mailings further to frequently changing regulatory framework conditions;
·Ensure timely resolution of exposure items; including aged trades, unapplied wires, transaction rejects, fund threshold breaches;
·Develop, compile and adapt relevant monthly Key Performance Indicators;
·Be responsible for the integration of new authorized Financial Intermediaries into the service environment, requiring an understanding of the terms of any agreements and developing and managing processes that meet those terms;
·Ensure a timely and accurate set-up and maintenance of Financial Intermediaries static data records;
·Any other duties as assigned by the management.

The Candidate Profile:

·Has 10 to 15 years of relevant work experience (5 years as a Manager)
·Has a talent to understand internal and external clients' needs and a strong knowledge of investment fund operations;
·Does proactively involve him/herself where and when appropriate ("hands-on");
·Has a natural curiosity for industry trends, including legal and regulatory themes;
·Is versed, or at least interested in becoming versed in themes surrounding FATCA/CRS, KYC/AML/CTF, in Short Term Trading, and High Risk Transactions;
·Is a passionate problem solver and a caring leader with an eye for details;
·Is an excellent communicator in English, and ideally in German;
·Has strong interpersonal and influencing skills;
·Can work autonomously but with a distinct team spirit.

The Client:

Our client is an Asset Management Company distributing their funds globally.

At the final stages of the recruitment process, some of our clients ask the successful candidate to provide supporting documentation such as, for example, copies of diplomas or proof of previous jobs, and a standard criminal record check might also be requested.

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