Vice President, Client Services Representative

Our client, a leading Global Investment Manager, is looking for a VP in their Client Services department...NYC or LA

The Client Services department is responsible for delivering excellence in service on behalf of our products, strategies and operations to investors globally. The Client Services Representative will interact directly with clients and coordinate with Marketing representatives and all departments, including Reporting & Performance, Diligence Services, Legal, Compliance, Accounting and Portfolio Management to lead and direct client services throughout the firm.
Client Relationship Management
  • Partner with Marketing Representatives (primary points of contact for investors) to manage relationships for Americas-based clients with a goal to ensure client satisfaction and improve asset retention and growth. Client retention, concierge service and client satisfaction are key focus areas of Client Relationship Management.
  • Lead and manage due diligence meetings for prospective or existing investors.
  • Organize and host client review meetings, and other client meetings as necessary.
  • Serve as a backup host for marketing (sales) meetings.
  • Oversee meeting follow-up as appropriate.
Client Inquiry Management
  • Serve as a point of contact for inquiries/requests from existing Americas-based investors related to their investment(s), funds/products and operations and the firm at large.
    • Receive, evaluate and lead investor requests through to resolution:
      • Self-direct/manage inquiries where information/resources are readily available.
      • Where information is not readily available, coordinate with the appropriate internal resources (e.g., Client Services and Diligence Services colleagues, Product Specialists, Reporting & Performance, Accounting, Tax, Legal) to respond to investor requests.
    • Assist with coordinating/negotiating reporting requirements for new clients. Spearhead and manage client on-boarding process, account opening and reporting requirements
    • Maintain client records and ensure sales and client service activities are tracked in the CRM system.
Strategy Alignment
  • Partner with Product Specialists on client communications, operational efficiencies, and other strategy-related events to make sure clients invested in those strategies receive excellent service.
  • Partner with other CSRs to ensure standardization across strategies to allow for a seamless experience for clients invested across multiple strategies.
  • Create due diligence webcast and other content as part of the fund launch process.
  • Solid foundation in investor servicing and investment finance concepts including existing knowledge of, or ability to rapidly acquire knowledge of, the legal, accounting, compliance and investment aspects of the investment products;
  • Prior client-facing experience;
  • Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and utilize internal resources judiciously;
  • Superior communication skills, both written and verbal;
  • Minimum of 6 years of experience in a similar role within the Financial Services Industry;
  • Series 7 and 63 licensed (or ability to obtain in short amount of time).
Personal Attributes
  • The successful candidate will have outstanding initiative and be a self-starter;
  • Excellent interpersonal, verbal and written business communication skills;
  • Must be capable of explaining operational and technical concepts clearly and simply to clients and client-facing personnel;
  • Outstanding organization skills with high attention-to-detail;
  • Team-oriented and collaborative and must possess strong integrity and professionalism;
Bachelor’s Degree
CFA or CAIA designations a plus