Client Service Management Job Description
Client service management
provides investment guidance to the outside managers on the specific and varied requirements of the insurance investment accounts.
Client Service Management Duties & Responsibilities
To write an effective client service management job description, begin by listing detailed duties, responsibilities and expectations. We have included client service management job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide and/or co-ordinate appropriate representation for Business Operations at Client meetings and due diligence visits Own these sessions when purely of an operational nature
Pitch rate success
Defense of at risk books of business
Opportunities sourced/fostered
Under general supervision, provides client services by applying fundamental knowledge of TM products and services SunTrust’s and clients’ technical environment to perform less to moderately complex research and maintenance tasks for clients with low to moderate level of revenue
You will be expected to contribute thought leadership to project scoping and management of clients and proactively participate in the development and implementation of continuous improvement of our control environment, policies and procedures, looking for ways to innovate and drive our business forward, delivering a superior client experience
You will act as a role model within the team and when required, assist in the management and oversight of junior team members, helping them prioritise their own workloads appropriately
You will be expected to “own” client queries and drive them through to resolution, ensuring a variety of client queries are handled with due care and attention and responded to appropriately, within agreed time frames and always with consideration of the client’s needs and expectations
To help develop a strong management structure by providing targeted coaching and active mentoring to direct reports and their teams
To collaborate with business and product heads as a proactive businesses partner
Client Service Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Management
List any licenses or certifications required by the position: ITIL, PMP, CSPO, SGS, APMP, CISM, CISSP, MBA, UKRND, W-8
Education for Client Service Management
Typically a job would require a certain level of education.
Employers hiring for the client service management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Business, Financial Services, Management, Education, Economics, MBA, Graduate, Associates
Skills for Client Service Management
Desired skills for client service management include:
Word
Medical insurance
Medicare insurance products
Client onboarding and change business processes
Excel and PowerPoint and Information Technology skills
in investment management
Investment products and financial services experience
Operations
AML policies and procedures
APAC On-Shore funds
Desired experience for client service management includes:
Able to read and write English and Chinese
Team player and able to work in a dynamic environment
To work with the CSC Senior Leadership team to design and shape client and field support/service models
Call center technology and methodology, including ACD, VoIP, Network Routing, CTI and IVR, forecasting and scheduling
Ability to discuss and define project requirements with senior-level executives
Minimum 10+ years sourcing/recruiting experience with at least 2-3 years in a corporate environment
Client Service Management Examples
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Client Service Management Job Description
Job Description Example
Our company is searching for experienced candidates for the position of client service management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service management
- Maintain internal reporting (ie
- Support CSG funded project agenda, including requirements, design, testing and implementation
- Recommend improvements across all aspects of operating model - process efficiencies and technology enhancements
- Effectively execute approved recommendations with partnership from business, product/platform, risk management, technology, and operational partners
- Provide analysis and assist the business in developing metrics to measure progress against key initiatives
- Manages a client services unit or function within Asset Management
- Provides leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork, communication, and growth in investment acumen
- Researches and analyzes complex client inquiries
- Role is balanced between technical expertise in investments, high level operational execution and development, and execution of strategic direction of business function activities
- Recruiting, managing and developing the Dutch CSM staff on technical and non-technical requirements
Qualifications for client service management
- An undergraduate degree from a 4-year college or university
- Active Series 7, 63, and 65 or 66 (as required by individual states) preferred
- Previous Asset Management / Investment Banking experience essential - product knowledge / knowledge of hedge funds necessary
- Able to lead a small team, with aspirations to grow it out
- Branch Manager (BM) licensed with IIROC is a strong asset
- Mirror Accounting Process, new setup, changes, annual review
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Client Service Management Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client service management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service management
- Country reporting on account allocation, customer satisfaction, complaints and escalation
- Production of incident reports in collaboration with Operational staff
- Country SPOC for Customer Service Management
- Managing and coaching the team on how to apply industry best practices during customer consultations to maximize service delivery
- Collaboration with EMEA, U.S. and APAC internal departments
- Management of team remuneration structure
- To create a close working relationship with the Sales leadership team in both the Netherlands and EMEA
- Proactively managing the operational requirements of assigned client base
- Managing the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPI (key performance indicators) as defined in the relevant contracts are met or exceeded
- Managing and developing operational relationships for assigned client base
Qualifications for client service management
- 2+ years previous experience in an administrative role, preferably in the investment or finance industry
- Corporate Transfer Service
- CIF and CPA screens
- CBIP
- Mandarin speaking/writing/reading
- Excellent attention to detail, accuracy and timeliness
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Client Service Management Job Description
Job Description Example
Our innovative and growing company is hiring for a client service management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service management
- Collaborating with Account Executive on account planning
- Serving as primary contact to direct resources and activities within the CheckFree organization as it relates to Client operational issues
- Providing oversight for the research, definition, writing, and testing of specific client requests
- Preparing and delivering operational Account Reviews and performance reporting as it relates delivery of services, SLA’s and KPI’s
- Developing project plans and statement of work documents
- Participating in implementations and ensures ongoing services are delivered on time and meet client requirements by facilitating matrix team resources to ensure project timelines are met
- Building and maintains strong client relationships, and participates in client meetings regarding performance to ensure client satisfaction
- Ensuring that operational teams and matrix teams (subcontractors) maintain a clear understanding of the client's needs, and provides day-to-day client advice and support
- Single point of contact for UnitedHealth Care Strategic Client Executives and Optum Strategic Account Executives for multiple strategic National Account customers
- Makes Customer commitments and manages Customer expectations jointly with SAE
Qualifications for client service management
- Bachelor degree and 3 years and above client service experience
- Detail-oriented and self-motivated with good working attitude
- Ability to manage and prioritize work demonstrate utmost discretion and professionalism
- Communicates well with both clients and other business partners
- Obtained with required SITACA license
- 5+ years' experience working in a manufacturing industry, Big 4 or international public accounting/consulting environment or large corporate finance/accounting environment is preferred
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Client Service Management Job Description
Job Description Example
Our growing company is looking for a client service management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service management
- Identify process gaps and work with appropriate product and operational owners to resolve gaps and challenges
- Works with Product owners and Finance to ensure profitability of the model
- Develop and lead execution of continuous improvement while ensuring ongoing quality delivery
- Drive resolution of delivery defects through accountable owners
- Proactively identify and mitigate potential defects
- Track and manage to performance guarantees
- Sign-off on Customer commitments, program and operational changes meeting Customer commitments
- Customer Performance reporting to internal audiences
- Lead in a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
- Lead a team of Client Service Managers managing client expectations and driving client satisfaction
Qualifications for client service management
- Experience in a technical industry
- Minimum of 10 years in a Manager Client Service Management equivalent role
- Strong project management experience (5+years) in financial services / asset management
- Proficiency in Microsoft Office and an aptitude for learning new applications, advanced excel/VBA skills and familiarity with SQL strongly preferred
- Familiarity with Avaya phones, eRM, IOL, IBS Insight, and/or Northern Image is a plus
- The environment is fast-paced and challenging
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Client Service Management Job Description
Job Description Example
Our company is looking to fill the role of client service 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 service management
- Interact with Sales and Account Management to ensure success renewal of contracts
- Ensure quarterly business reviews are executed with key clients
- Takes accountability for deliverables, ensuring quality, and managing the team’s work to ensure success
- Manages client and group expectations for sourcing new client service management positions
- Manages business area expenses within the established budget and clearly communicates spending guidelines as appropriate
- Collaborates with other leaders to continually review and enhance operational performance and strategy
- Acts as advisor to associates to meet deliverables and resolve problems
- Establishes and recommends changes to policies or practices which affect their direct teams
- Develops and mentors staff through on-boarding, open communication, learning and development opportunities
- Creates line of sight and translates corporate messages to the team-level through regular communication channels (e.g., regular meetings)
Qualifications for client service management
- Agent for change, creative thinker, decisive
- Client Service for Cash Management products
- 2-3 years experience in trust administration, financial and/or client servicing experience preferred
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, to manage conflicting priorities and workflow
- Strives to identify service efficiency and delivery enhancements, process improvements, and periodically participating in business unit initiatives related to process, technology, and system enhancements when directed by management
- Client Service for Payment & Cash Management products