Client Management Job Description
Client management
provides support on tools utilized within Client Asset Control Team such as Share Point, UDT’s, excel macros etc.
Client Management Duties & Responsibilities
To write an effective client management job description, begin by listing detailed duties, responsibilities and expectations. We have included client management job description templates that you can modify and use.
Sample responsibilities for this position include:
Conducting and disseminating your own research in economic, financial, and technology trends that affect institutional investors
Conducting research in economic, financial, and technology trends that affect institutional investors
Prepare reports— support functional reporting requirements (in Excel / PPT) for external clients and drive continued improvements in automating
Serve as a CPM representative of Asset Management to respond to requests from internal clients and provide the CPM team with responses for external clients
Work with certain client oriented areas throughout the Core business to facilitate information flow
Coordinate RFP/RFI/Data responses for Asset Management
Coordinate external consultant Meetings and provide follow up
Assist in the development of investment presentations and written pieces
Liaison with Sales, Product Management, Marketing, Compliance, Investment Data Services and other areas of the firm to foster the development of appropriate investment product related materials and updates
Other tasks as required to further the team’s mission
Client Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Management
List any licenses or certifications required by the position: ITIL, PMP, KYC, CAMS, ACAMS, APMP
Education for Client Management
Typically a job would require a certain level of education.
Employers hiring for the client management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, MBA, Education, Accounting, Management, Business/Administration, Graduate, Marketing, Economics
Skills for Client Management
Desired skills for client management include:
Products and services utilized
Financial
Applications and banking practices
Both Microsoft Word
Excel and Power Point Software
Client and product requirements
Excel
Location
Client outcomes and with expertise of the onboarding process
Merchant / acquiring business
Desired experience for client management includes:
3.2 GPA'S and up from a top school
Developing new services and knowledge capital geared towards helping the company’s institutional investors (e.g., pension funds, endowments & foundations)
Building internal partnerships with domain experts to help communicate the firm's distinctive capabilities externally
Serving as a “thought leader” and consultant both externally and internally to deliver value to our investors beyond the performance of our funds
Crafting client-ready written communications (e.g., market commentary, white papers, and presentations) that reflect the firm’s data driven approach to less technical but still sophisticated audiences
Helping craft client-ready written communications
Client Management Examples
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Client Management Job Description
Job Description Example
Our innovative and growing company is hiring for a client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client management
- QAR-Review quality of KYCS reviews and report errors
- Reconcile client data between CMS and SIMBA
- Work closely with the Operations and Settlements teams to ensure all teams are cross skilled and appropriate resources are available when required
- Manage the daily/weekly/monthly reporting requirements for the department
- Build upon the use of Lean Techniques within the department and encourage staff participation
- Provide training sessions
- The ability to think strategically and identify operational risk issues
- Support senior team members in operational projects highly relevant for the CPM area and the senior management agenda
- Participate actively in the preparation of business cases and presentations while working closely with colleagues within other teams in CPM and C&M
- Be able to expand your network, knowledge and skills that will open doors to a wide range of future career options and opportunities
Qualifications for client management
- Effective interpersonal skills and the ability to handle conflict and manage expectations
- Excellent inter-personal skills and the ability to handle conflict and manage expectations
- The Client Associate will be the key point of contact for the Relationship Manager and for the Client from an onboarding, Maintenance and Off-boarding perspective
- Monitoring constantly deal risk and performance in terms of invoices analysis, past due/
- Master Degree in Economics, Engineering (or similar)
- Providing coaching, development and support for team members
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Client Management Job Description
Job Description Example
Our growing company is hiring for a client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client management
- Driving a positive and engaged team culture
- Taking ownership of major impact issues and acting as point of escalation
- Prepare product presentations for internal and external client meetings
- Conduct research to help in product positioning
- Contribute to white papers and marketing material
- Participate in select client meetings, as appropriate
- Deliver enhanced Global Banking Client Due Diligence standards for clients consistent with the company’s AML/BSA (Anti Money Laundering & Bank Secrecy Act) policies, procedures and practices
- Support the operating model changes across people, process and technology
- Build effective relationships with both internal and external clients / stakeholders to expedite resolution of KYC renewals issues
- Maintain fluidity of renewals pipe to directly maximize revenue generation opportunities while ensuring full alignment with the company's policy and controls
Qualifications for client management
- Extensive experience in the Finance and Banking industry environment (e.g, fund administrator, brokerage house, custodian, investment bank ) together with business project management experience
- Currently enrolled in an accredited baccalaureate program majoring in finance or a related discipline (current junior)
- Ability to understand and articulate investment concepts and strategies
- Demonstrated experience handling data-intensive projects, attention to detail is critical
- Build successful relationships with internal and external clients to drive adoption of technical solutions and resulting revenue streams (20%)
- Aid in the "hands-on" development of tech solutions for client projects (20%)
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Client Management Job Description
Job Description Example
Our company is looking for a client management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client management
- Financial Services Industry acumen - specifically in investment services and retail banking
- Will be responsible to increase the billing portfolio assigned by detecting opportunities and needs of corporate clients
- Collaborate with and leverage industry groups and associations to grow AXP presence in the Oil & Convenience industry
- Ability to work in a fast pace environment with consistently changing priorities and conflicting demands while successfully maintaining agreed upon SLA’s and client satisfaction
- Create, manage and update documentation for manufacturing builds and rework production orders
- Act as the client’s primary point of contact with the ability to successfully articulate operational and business processes with minimal support
- Manage client change requests (ECO’s) to bills of materials (BOMS’s)
- Host and manage daily/weekly/monthly client facing conference calls
- Provide required daily/weekly/monthly reports to the client within SLA’s
- Work with the client and internal departments to ensure defective material is processed in a timely manner
Qualifications for client management
- Support submission and/or amendment of documentation requests for Affiliates
- Support US and Global projects designed to support and advance the Global Group Affiliate Relationship management strategy and priorities as needed on an ad hoc basis, such as Global CV upload of Group Affiliates
- Bachelor's or Master's degree in Finance or Computer Science
- Native Mandarin & Fluency in English a must, additional languages advantageous
- A self starter who has the ability to function with minimal supervision and works well independently within the broader team
- Strong management and leadership skills - minimum of 2 years of supervisory experience
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Client Management Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client management
- Investigate shipping errors, transaction questions, and general client inquiries
- Ability to successfully build relationships and interact with various operational departments to insure daily production and fulfillment activity is completed on-time
- Extract, analyze and compile data for metrics and reports
- Manage account receivables within contractual SLA’s
- Create monthly billing for client, research any billing inquiries to resolution
- Monitor and provide client with a weekly AR Aging report
- Monitor and submit invoices for payment through established AP process
- Own and manage root cause analysis/corrective action process to ensure account team is improving service levels by logging and analyzing corrective actions
- Support the process by which all aspects of the Sales and Client Information tool is accurate/complete and entered in a timely manner
- Manage a team of approx
Qualifications for client management
- Ability to evaluate processes inefficiencies, identify and implement business process improvements and resolve issues
- The candidate will enjoy working in a highly collaborative environment
- Ability to communicate effectively with peers senior management
- Point-of-Sale/Management Information knowledge require
- 3-5 years analytical/client management experience
- Proven people leader who is capable of coaching employees to top performance and building a high performing team
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Client Management Job Description
Job Description Example
Our growing company is looking for a client management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client management
- Design, implement, and establish content and mass communications using a variety of modalities
- Compile key-learnings, progress and opportunities and present them in various arenas
- Proactively work to improve processes, services and team performance by taking the initiative to recognize areas of improvement
- Drive optimization of contractual marketing funds to support charge volume growth
- Partner with internal stakeholders
- Pricing) to negotiate contract renewals and manage all aspects of the merchant relationship
- Identify and build a pipeline of charge volume growth opportunities to increase profitability/margin contribution, while also improving merchant satisfaction
- Manage introductions and relationships, providing value-added feedback to all relevant parties as appropriate
- Facilitate strategic and organizational business analysis and high-level initiatives, including preparing presentation and reporting materials for senior management
- Support the development of marketing and education material
Qualifications for client management
- Ability to drive superior results through others by providing strong thought leadership, clear prioritization, sound decision making, creative problem solving and challenger leadership
- Strong relationship management, sales, influencing and negotiation skills
- Proven success working in a fast-paced, dynamic environment
- Knowledge of the Merchant business and/or U.S. payments industry
- Lead a team of 7 client managers and help them to manage, deepen, and improve relationships with 180 respected brands
- Cultivate a culture of learning, innovation, and consultative relationship management