Supervises a team of professional level employees
Monitors inbound/outbound client communication to ensure high quality customer service
Supervises the production of client reports
Provides quality control for client reports and requests
Investigates and addresses escalated client inquiries
Manages performance of direct reports through regular feedback and formal reviews

5+ Years Required; 7+ Years Preferred
Minimum 2+ years of people management experience
Client focused mindset
Ability to organize and prioritize competing priorities
Must be highly proficient in Excel, PowerPoint, and Word
Ability to query in SQL preferred
Strong knowledge of the retail and/or institutional investment business and investment strategies/products is ideal
Previous experience with the following preferred: BBG Point / Port, Perform, Eagle, Coric etc will be added advantage but not a mandate

Senior Client Service Manager

Key skills