Client Services Manager

  • Contract
  • Location: Dublin
  • Ref: 917098

Job Details

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What you need to know

We are currently seeking a Client Service Manager for our client, a global financial services company based in Dublin.

12-month contract role that is remote for the moment and requires that you have your own PC / laptop and the ability to work from home.

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Key duties & responsibilities:


  • Responsible for ensuring client service and connectivity across operational teams
  • Work closely with counterparts from the operational teams to ensure smooth service delivery of key priority projects
  • Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings
  • In conjunction with the Relationship managers, engages with the Client on difficult / complex issues
  • Oversight of all fee billing to ensure it is issued in a timely manner in line with the SLA
  • Work closely with Relationship Managers to execute change agenda for the Client across a broad range area including restructuring of funds
  • Responsible for the creation of and subsequent monitoring of performance against SLA descriptions
  • Responsible for due diligence visits / calls in conjunction with the Relationship Managers and internal teams
  • Ensures follow up to day-to-day client queries and issue resolution
  • Partners with the Relationship Managers and ensures issues are communicated and escalated in a timely manner both internally and directly with the clients
  • Responsible for overall project planning for the clients including new funds, mergers, liquidations etc. in conjunction with New Business Teams and Operations
  • Responsible for running client service reviews operational areas Fund Accounting, Transfer Agency, Custody, Risk & Compliance, Corporate Secretariat
  • Responsible for regular internal Virtual Team meetings across Functions / Jurisdictions
  • Ensures timely completion and publication of monthly reporting including calculating Key Performance Indicator levels and review of monthly reporting packs to consultant/client
  • In partnership with the Relationship Managers, prepares for and potentially attend Board Meetings and is responsible for reviewing board packs and following up action items raised during the meetings
  • Familiar with Regulatory obligations and implementation of those obligations


Skills /Experience

  • Strong track record with multiple years’ experience in financial servicing, preferably in trust or asset servicing
  • Knowledge of trust or asset management and accounting required to manage client relationships
  • Knowledge of general finance and portfolio management concepts to consult on client needs
  • Skills in negotiation, delegating and leadership are necessary to service the client relationship
  • Previous experience in a similar role



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    Recruitment Consultant: Rena Weld

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