Senior Associate Director, Client Account Management
4 weeks ago
- Full-time
- Rank: Associate Director
- Employment Type: Permanent Full Time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.
With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.
In the current asset servicing environment, clients are looking for service providers to not only provide core administration services but also act as trusted advisors and partners. The role is to create a client-focused culture within the company, focusing on client satisfaction by ensuring an enhanced service model is delivered to clients.
The Client Account Manager (“CAM”) will help coordinate deliverables across operations teams, help mitigate risk and communication strategy for incidents, participate in global projects to standardize and enhance our target operating model, implement client satisfaction monitoring, and strengthen and develop relationships with our clients.
A partial list of responsibilities includes:
- Develop relationships with key decision-makers and operations staff at our clients.
- Manage client relationships and act as escalation point for all client queries.
- Own and manage incidents/errors end to end in a timely manner.
- Maintain a high level of client satisfaction and retention.
- Management and oversight of client specific SLA’s and KPI adherence by operations teams.
- Host monthly service calls with clients with our SLA and KPI data.
- Participate in client DDQ’s and oversight of periodic due diligence visits.
- Determine RAG rating for clients. Escalation to internal senior management where appropriate.
- Oversee and review client profitability and ownership of client account strategy to drive future growth.
- Manage client profitability through workforce planning with operations teams and adherence to common operating model.
- Explore cross-sale opportunities where applicable. Actively participate in RFPs or other business development opportunities as required.
- Ownership of commercial conversations with our clients. Initial point of contact for new product launches and services.
- Participate in global projects to improve client-related initiatives or projects with the operational teams.
Minimum qualifications:
- Bachelor's degree in business administration, marketing, communications, or related field preferred.
- At least 7 years' experience working in the fund administration or asset management industry with experience managing client relationships, providing high-quality service and understanding client needs.
- Demonstrate leadership and the ability to effectively manage a team of accounting professionals.
- Excellent business acumen through a strong understanding of the fund administration business and the drivers of profitability and success.
- Exceptional client service and the ability to satisfy the requirements of a complex and demanding client base.
- Strong computer skills with strengths in Microsoft Office products.
- In-depth understanding of fund administration industry including various fund structures, fee calculations, financial instruments, and fund offering documentation review.
- Demonstrate a high level of problem solving and innovative thinking in order to develop solutions to complex problems.
- Experience with fund administration software such as Geneva, Investran, Yardi and Mantra would be beneficial but not necessary.
- Ability to work independently as well as part of a team in a fast-paced environment.
At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and stay connected to their team and our culture.
MUFG Investor Services provides all of its employees with an attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays, and assistance towards gym memberships.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.
MUFG is an equal opportunity employer.
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