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Head of Client Services
il y a 1 semaine
Venture Search is partnered with an esteemed international fund distributor headquartered in Luxembourg, dedicated to delivering exceptional financial services to their global client base.
As the Head of the Client Service Group, you will play a pivotal role in ensuring the highest standards of client satisfaction and service delivery.
Your primary responsibility will be to oversee and lead the Client Service team, fostering a customer-centric culture and driving operational efficiency.
Responsibilities:
- Support of sales partners and guarantee of professional and successoriented partner services in the back office
- Management and implementation of customer development and loyalty campaigns
- Responsible for managing the processing of customer inquiries in the aftersales process
- Direct contact person for Relationship Management
- Aftersales Relationship Management
- Creation of meaningful reports and dashboards to review activities and identify optimization potentials
- Continuous activity controlling to increase efficiency
- Preparation and updating of customer documentation including presentations and information materials. Ensuring the quality and timeliness of all documentation to best meet customer requests and requirements
- Conduct market analysis, product performance assessments, and competitor analysis to identify market opportunities
- Planning, organization and execution of events
- Ensuring smooth event execution and customer satisfaction
Qualifications:
- Fluency in English and German (written and spoken).
- Bachelor's degree in Finance, Business, or a related field.
- 5+ years' experience in a client service management role within the financial services/insurance industry. A CFA holder is preferred, but is not essential.
- Strong leadership skills with the ability to inspire and motivate a team.
- Excellent communication and interpersonal skills.
- Analytical mindset with a focus on continuous improvement.
- Indepth knowledge of fund distribution and investment products is a plus.
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