Client Service Manager
il y a 4 jours
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
What you will be responsible for:
THE ROLE
Using discretion and judgment, the Client Service Manager directs and performs new account on-boarding and client service functions for a dedicated group of Institutional and Wholesale/ Platforms (if applicable) clients, by developing relationships and providing value added services. Works together with the Relationship Manager and other areas of MFS to service clients and ensure strong team communication on relevant matters. Takes the lead as the client’s liaison for administrative and operational matters. Responsible for initiating, developing, and maintaining organizational structure/systems/processes to ensure that client needs are met on a consistent, accurate and timely fashion and in compliance with relevant MFS policies.
A key member of the MFS Relationship Team for a dedicated group of sophisticated Institutional, Wholesale clients and prospects including Defined Benefit and Defined Contribution Plans, Public Plans, Endowments/Foundations, Sovereign Wealth, Insurance, and certain Sub-Advisory plans investing in a variety of equity, fixed income and multi asset products in separate accounts and pooled vehicles.
WHAT YOU WILL DO- Partners with the Sales and Relationship Management Team during the on-boarding of new accounts and is a key point of contact for clients and internal business partners during these complex, highly visible transitions.- Responsible for coordinating both the internal and external review and negotiation of contracts and investment guidelines, operational and regulatory documentation, and funding activity (excluding operational set ups with custodians and other client appointed third parties).- Works with the Product Management and Investment Teams to identify and resolve any guideline issues with the client.- Partners with the Global Transition Team to ensure operational aspects of the transition are communicated and resolved.- Engages with client to understand unique reporting or operational requirements and work with relevant MFS internal business partners to identify areas of customization for further discussion, ultimately being responsible for ensuring that the client's reporting needs are met.- Ensures timely, clear and concise communication of client and prospect information to ensure MFS can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalates areas of concern.- Responsible for updating the Client Relationship Management system (CRM) once business has been won, presenting upcoming transactions at meetings and managing all feedback received. Key contributor during post-funding discussions to identify improvement opportunities.- Partners with the Relationship Manager to service existing clients and on-boarding of new accounts as it relates to cross sell activity. Leads and supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.- Works directly with clients and other MFS departments regarding: cash flow notification, portfolio rebalancing, in-kind transition coordination, reporting requirements (e.g. performance, account transactions, and market/attribution commentary), compliance reporting and certifications, contract amendments, guideline changes, directed brokerage requests, compliance matters, due diligence, and operational details.- Project manages any changes or updates to client investment guidelines initiated by the client; working with Product Management and Institutional Portfolio Managers (IPM's) and Compliance to implement. Project manages the communication and implementation of MFS driven changes or enhancements to product guidelines.- Works with the Relationship Manager to prepare for client meetings by providing a status of relationship and updates on completed and ongoing matters; participates in the effort to prepare and finalize portfolio review materials. May participate in or host meetings at MFS or at client sites as appropriate.- Works closely with other MFS departments (e.g., Global Transitions, Portfolio Management, Product Management, Legal, Compliance, Operations, Client Reporting, Finance, and MFD) to ensure strong team communication on relevant operational and administrative matters and new projects.- Updates CRM with all client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standar
-
Client Service Manager
il y a 5 jours
Luxembourg Alter Domus Temps plein**THE ROLE**: As the Client Services Manager, you will coordinate operational teams with Clients organizations and set ups, you will brings industry knowledge, technical expertise and a working knowledge of all client activities and touch points across both organizations (client and Alter Domus). **YOUR RESPONSIBILITIES**: - Acts as first operational point...
-
Client Service Management
Il y a 6 mois
Luxembourg LRI Invest S.A. Temps pleinThe - **Apex group** is looking for an - **Administrator in Client Service Management **in one of our legal entities, FundRock - LIS S.A. This full-time Administrator role is based in Luxembourg and comes with a favourable salary and benefits package, including flexible working.As an **Administrator in Client Service Management**, you will prepare investor...
-
Client Services Manager
Il y a 8 mois
Luxembourg IQ-EQ Temps plein**Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. As Client Services Manager/Director, you will act as a senior-level executive responsible for overseeing...
-
Client Accounting Assistant Manager
il y a 4 jours
Luxembourg CSC (Corporation Service Company) Temps plein**Ready to change how business gets done? **_So are we. _** **Client Accounting Assistant Manager-Capital Markets** **Strassen, Luxembourg** **Monday through Friday 8:00 to 5:00** CSC ® is the world’s leading provider of business, legal, tax, and digital brand services to companies around the globe. Our clients include many of the Fortune 500,...
-
Client Services Manager
Il y a 8 mois
Luxembourg IQ-EQ Temps plein**Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide Would you like to work with dynamic Private Equity clients? Our Private Equity team is looking for a Senior...
-
Client Service Manager
Il y a 3 mois
Luxembourg IQ-EQ Temps plein**Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. You will be responsible for the development of the team and its members ensuring the consistent delivery of...
-
Client Service Manager
il y a 6 jours
Luxembourg IQ-EQ Temps pleinCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: You will be responsible for the development of the team and its members ensuring the...
-
Client Service Manager
il y a 2 semaines
Luxembourg Schroders Temps plein**Client Service Manager** **Who we’re looking for** We are looking for a Client Service Manager (CSM) to join our Client Service team in Luxembourg. You will be part of a team that will be responsible for providing client service support to specific markets within the Client Group (e.g. onboarding, agreement management and rebates management). As a CSM...
-
Client Services Manager
il y a 4 jours
Luxembourg BNP Paribas Temps pleinCLIENT SERVICES MANAGER (M/F) (JOB NUMBER: LUX022121) - The Securities Services business of BNP Paribas is one of Europe's leading providers of custody services for securities._ - The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration,...
-
Client Services Manager
Il y a 7 mois
Luxembourg Next Gate Tech Temps plein**What You Will Do**: **What You Will Do** - Understand clients’ technology, operational infrastructure, fund structure and business vision - Identify, and communicate clients’ requests/needs to various business functions, operational and support teams to deliver on client expectations - Centralize within JIRA client requests in relation to the platform...
-
Client Services Manager
Il y a 7 mois
Luxembourg BNP Paribas Temps pleinCLIENT SERVICES MANAGER (M/F) (JOB NUMBER: FVS CSM 01) - The Securities Services business of BNP Paribas is one of Europe's leading providers of custody services for securities._ - The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration,...
-
Client Account Manager/client Service Officer
Il y a 7 mois
Luxembourg Redstone Search Group Temps plein**Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1772**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global...
-
Client Service Delivery Manager
Il y a 7 mois
Luxembourg EFA Temps pleinThe Client Service Delivery Manager (“CSDM”) is a key central role between **efa** and its clients. He/she represents **efa **with the client and represents the client within **efa**. It is essential that the CSDM builds a trustworthy relationship with his/her clients for the clients to know that any topic that they have addressed to the CSDM will be...
-
Senior Client Service Manager
il y a 2 jours
Luxembourg IQ-EQ Temps pleinCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: You will be responsible for the development of the team and its members ensuring the...
-
Manager Legal
Il y a 3 mois
Luxembourg CSC (Corporation Service Company) Temps plein**Manager Legal & Corporate Services** **Location: Luxembourg** **Vacancy Type: Permanent, Full -Time As a Manager Legal & Corporate Services at Intertrust you have the opportunity to lead a dynamic team of passionate and talented people. Your responsibilities as a core member of the team will be incredibly diverse and include strategy, structuring and...
-
Relationship Manager Depositary Services
Il y a 6 mois
Luxembourg CSC (Corporation Service Company) Temps pleinRelationship Manager Depositary Services / Depositary Officer Intertrust Luxembourg 40h/week Hybrid Your role: AIFMD - Supervise whether the Alternative Investment Funds and the Fund Managers are in compliance with the AIFMD rules and procedures with respect to the different legal fund forms; - Monitor and reconcile cash that flows in and out of the...
-
Client Service Delivery Manager
Il y a 2 mois
Luxembourg Northern Trust Corp. Temps pleinAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Service Manager
il y a 4 jours
Luxembourg BRUIN Financial Temps pleinPermanent - Luxembourg, **Ref**: 34443 Our client, an American investment management company, are seeking a **Client Service Manager - German Speaking** to join their successful team in Luxembourg on a permanent basis. Working as a key member of the Relationship Team, the** Client Service Manager - German Speaking **will take on the following...
-
Asset Management, Client Service
Il y a 2 mois
Luxembourg JPMorgan Chase Temps pleinJoin J.P. Morgan Asset Management (JPMAM), a global leader in providing tailored fixed income solutions to a diverse range of clients. As a Client Service representative in Asset Management, you will be responsible for delivering exceptional client service to clients of J.P. Morgan Asset Management based in France, Belgium, Luxembourg, and Geneva. You will...
-
Client Service Management, Officer Level
il y a 6 jours
Luxembourg State Street Temps pleinINTERNATIONAL FINANCIAL DATA SERVICES (IFDS) IFDS, established in 2007, is a market leader in Transfer Agency Services committed to providing high quality services and technology to our clients, with European offices in Dublin and Luxembourg. IFDSL is owned equally by SS&C Technologies Holdings, Inc. and State Street Bank Corporation. IFDSL services and...
