Client Service Manager Job Description

Client Service Manager Job Description

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Client service manager provides guidance to other HR personnel for all related HIPAA, ERISA, DOL, ACA and IRS legislation as applicable.

Client Service Manager Duties & Responsibilities

To write an effective client service manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client service manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Manages departmental expenses to ensure that budget is not exceeded
Initiates/Administers pay performance, development and hire/fire although closely reviewed at next level
Establishes goals and objectives and manages the activities of others toward their achievement
Build enduring and effective relationships with associates, clients and business partners across geographies
Act as a key service partner with RIA firms to ensure comprehensive understanding of their overall business strategy in order to assess, prioritize and drive our service delivery in order to meet their objectives
Proactively looks for ways to improve the relationship with RIA firms
Establishes and manages a communication framework for RIA firms and ensure that it is used effectively
Deliver annual financial review presentation to RIA firms
Communicate with other members of the product support and product management teams to provide a timely resolution to customer issues future product features, enhancements and functionality
Manage day-to-day relationships for assigned clients

Client Service Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Manager

List any licenses or certifications required by the position: ITIL, FPC, CPP, CISSP, PMP, SITA, CISM, CPM, PCP, HAZWOPER

Education for Client Service Manager

Typically a job would require a certain level of education.

Employers hiring for the client service manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Management, Business, MBA, Education, Finance, Engineering, Economics, Business/Administration, Technical, Associates

Skills for Client Service Manager

Desired skills for client service manager include:

Local regulatory requirements related to Anti-Money Laundering
Industry standards related to all Cash Management products and services
HSBC Group companies
Microsoft Office Suite
Payroll and Benefits policies and procedures
Pertinent ADP HR
Various operating systems
ERISA
DOL and applicable IRS regulations related to retirement plans
Excel

Desired experience for client service manager includes:

A genuine interest in fostering the long term learning or development of others
The ability to identify patterns or connections between situations that are not obviously related, and to identify key or underlying issues in complex situations
Prior leadership training, such as SBS Emerging Leaders training or participation in a Management Development Program, is strongly preferred
Five to seven years of experience in a leadership role within a client services environment
Proven Leadership skills, with the ability to lead by example, mentor, coach, performance manage and act as a positive role model for Team members, while remaining approachable, objective and resourceful
Ability to adhere to rules and regulations as stated and required by advisor

Client Service Manager Examples

1

Client Service Manager Job Description

Job Description Example
Our company is looking for a client service manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service manager
  • Production of Financial Statements and Investor communications for Clients
  • Management of the NAV preparation and review process for our PERE fund clients
  • Fund accounting and knowledge of investor reporting systems, such as Investran, Geneva & IDX
  • Working on the integration of large fund administration mandates
  • Developing and enhancing SunGard Investran fund administration platform
  • Working on ad hoc internal and global projects
  • Driving the development, strategy and best Internet marketing practices
  • Posting launch of campaigns
  • Ensuring delivery of campaigns
  • Generating monthly reports
Qualifications for client service manager
  • College Degree, 2 plus Years Industry Experience, FINRA Licensed
  • Will fund licensure program if currently not licensed
  • Knowledge of Network and telecommunications architecture
  • Ability to multi task and meet multiple timelines
  • Market demand for cash management is rising rapidly
  • Project a friendly and professional demeanor
2

Client Service Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client service manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service manager
  • Ensure that all Analysts are properly trained and contributing to training in their product areas
  • Provide Analysts with opportunities for continuous learning and development
  • Serve as a key client resource for a broad range of non-investment specific issues, such as shopping for loans, personal insurance
  • Provide basic financial and investment education to less sophisticated clients
  • With assistance of assigned investment professional, review initial investments for new accounts ongoing investments for existing accounts
  • Working with the Wealth Management team to analyze client needs and objectives, identify appropriate services, and implement programs to help achieve their goals
  • Implementing and monitoring investment portfolios as directed by the team
  • Conducting transactions on behalf of clients
  • Collecting, processing, and analyzing data needed to complete the client’s financial plan
  • Performing case analysis and preparing plan recommendations for advisors’ review
Qualifications for client service manager
  • Ability to prioritize time-sensitive work
  • Self-motivated to resolve complex issues and establish systems and processes
  • Knowledge of and ability to explain KYC, ATF and/or AML regulations, requirements and procedures
  • Self-motivated, able to work independently, part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
  • Research and analytical ability to review information and draw appropriate conclusions
  • Comfort with DoubleClick / DART / Ad serving rich media vendors Pointroll
3

Client Service Manager Job Description

Job Description Example
Our innovative and growing company is looking for a client service manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service manager
  • Work with leads to translate broader company goals into clear and understandable objectives for the team
  • Manage employee staffing costs and expenditures
  • Work closely with sales team early in the sales cycle to build rapport with prospects to facilitate a streamlined transition when they become clients
  • Acts as advocate for BBE clients for resolution of escalated service related issues and provides advice relative to bank products and services
  • Leads, on behalf of BBE and or client, ownership of Service Partner problems and follow up with any customer concerns
  • Prepares and, in partnership with Account Managers, delivers regular Service Reviews for BBE clients as identified by Account Management team
  • Provides support to the sales teams’ strategy to retain and win profitable business
  • Ensures a consistently superior customer service experience
  • Identifies service/operational inefficiencies, which affect clients and makes recommendations for value added enhancements to appropriate entities
  • 3rd line of escalation (with the first two being within the operational units) to resolve issues
Qualifications for client service manager
  • Technology proficiencies allowing you to master programs and platforms used to perform required tasks
  • Dynamic and outgoing with excellent interpersonal skills is a must
  • Experienced managing a team is preferred
  • Directly related mutual fund and/or alternative investment experience
  • Operating procedures are maintained, with the overall objective of enhancing
  • Theideal candidate will hold a degree in a relevant discipline, along withexperience in a client-focused role gained in the financial services or bankingindustry
4

Client Service Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service manager. 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 manager
  • Daily supervision of branch administrative and regulatory oversight workflows (timecard approval, incoming/outgoing correspondence review, account approval, KYC quality control)
  • Incumbent will motivate team of Enablement Specialists and ensure they are performing efficiently
  • Partner with Client Reporting Services to establish reporting and servicing standards with the client in terms of required data, delivery and schedule
  • Monitors adherence to contractual obligations (SLA/SLEs) and ensures deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards
  • Approves supports security access administration, client billing, and sales pursuits as is appropriate for supported accounts
  • Experience with process improvement/management disciplines
  • Experience communicating across all levels of the organization
  • Create an exceptional, personalized client experience by delivering prompt, friendly, and professional support via multiple channels
  • Think critically and strategically about all program aspects from creating and proofing program paperwork, trouble shooting issues, analyzing program data
  • Provides on-going client relationship status changes to affected associates such as technical, account management, and sales groups
Qualifications for client service manager
  • Internal Stakeholders –Global Fund Services (GFS) Ireland Head of Operations and Head of ClientServices, Relationship Managers and Client Service Delivery Managers
  • External Key Stakeholders –Clients, Independent Boards, Regulators including CBoI and FED
  • Drive information sharing sessions with EUS Service Owners on business needs, user experience issues or enhancements
  • University graduates with Business Administration or related subjects
  • At least 5 years client management in corporate travel, airline or hotel related background
  • Knowledge of salesforces.com and Abacus are advantage
5

Client Service Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client service manager. 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 manager
  • Respond to client inquiries, research client issues, resolve service issues/errors, and demonstrate proactive, solution-based approach to enhance client relations
  • Analyze client requests versus JHRPS policies, procedures and best practices
  • Negotiate services with clients and provide alternative solutions
  • Identify billable services
  • Demonstrate full understanding of the client and their plan document
  • Ability to interpret and coordinate client requests and ensure all legal, consulting and compliance issues are addressed in a professional and timely manner
  • Implement new products, services and legislative changes as required
  • Complete client related projects in an accurate and timely manner (QDIA, Plan Administrative Changes, Plan Enhancements)
  • Ensure client requests and enhancements are within the appropriate Optimal Business Model and follow related Best Practices
  • Ensure client is utilizing Client Access optimally
Qualifications for client service manager
  • Take direction from and meet the needs of the sales person assigned to accounts
  • The ideal candidate will have a minimum of 5 years as a manager within the fund administration industry, ideally within private equity
  • Possess strong leadership and change management credentials
  • Track record of delivering enhanced client satisfaction
  • Manage the performance of services to clients as per specified Service Level Agreements
  • Provide regular service reports within agreed timescales, and to contractual requirements

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