Client Services Team Manager
2 weeks ago
Job Description
Objective:
To deliver high-quality services to Real Estate (RE) Fund clients, managing expectations and ensuring all deliverables are met promptly and effectively on a daily basis.
This role involves reviewing Financial Statements, disclosures, and additional client requirements related to fund administration services for RE clients.
You will be leading a specialized RE team, focusing on enhancing departmental processes and efficiencies.
Act as a subject matter expert in RE Fund accounting and administration.
Main Responsibilities:
- Oversee multiple fund relationships, ensuring top-notch service delivery to a client portfolio
- Supervise client service teams to guarantee timely deliverables
- Develop an in-depth understanding of designated clients' details and technical agreements
- Mitigate risks by enforcing procedures and checklists among team members
Tasks / Duties:
Client Service
- Deliver services to RE clients promptly to maintain satisfaction
- Review designated client work and assist other teams when necessary
- Discuss team's performance with clients based on agreed SLA's
- Establish and maintain strong client relationships
- Support new business onboarding
Workflow Management
- Ensure timely and quality preparation of client deliverables
- Collaborate with back office team to optimize resources
- Provide feedback and support to back office team
- Plan workloads and utilize support resources efficiently
- Identify opportunities for process improvement
IQ-EQ Fee Handling
- Complete time sheets accurately and in a timely manner
- Bill clients promptly and follow up on outstanding payments
Risk Management
- Ensure compliance with procedures to minimize errors
- Report any issues to compliance officer promptly
- Address errors promptly upon identification
Other
- Handle additional tasks as requested by the firm
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