Analyst, Account Management
il y a 3 semaines
Overview
The Analyst, Account Management, oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts are typically small and non-complex, often a single product. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firm's products/services. Incumbent may receive guidance from a more experienced Account Manager.
**Primary Responsibilities**:
Provides support to small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs.
Tracks and reports on client metrics, updates ECRM as required. Prepares reporting for internal management meeting.
Completes straight-forward requested tasks for assigned clients. Follows up on billing and KYC activity related to clients.
Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.
Assists with managing client inquiries and resolves problems within scope of knowledge.
Gains understanding of the business environment of assigned clients.
**Education**:
Bachelor’s degree or the equivalent combination of education and experience is required.
**Experience**:
0-3 years of total work experience preferred.
Alternative Fund experience is a must
Experience in Account Management or Client Service Delivery preferred.
**Employer Description**:
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