Vice President
1 month ago
- Lead Client Services in a multi-client product investment management environment.
- Develop and maintain strong relationships with Broadridge Canada’s GTO enterprise clients.
- Collaborate with key stakeholders to understand client needs and provide tailored solutions and services.
- Lead a team of client services professionals to ensure exceptional service delivery and client satisfaction.
- Provide comprehensive Business reviews with clients highlighting overall performance, savings and growth opportunities.
- Partner with the Sales and Account Management teams to provide business support, control expenses, provide sales leads and establish contracted service levels.
- Develop and implement client service strategies that will improve our NPS (net promoter score).
- Monitor and report on key performance indicators to ensure consistent and high-quality service delivery (i.e., SLA’s, contractual commitments).
- Stay up to date on industry trends and best practices in client services, investment management, and financial services in the Canadian marketplace.
- Bachelor's degree in business, finance, or a related field; MBA preferred.
- Proven track record of leadership in building and managing high-performing teams, setting strategic direction, and overseeing day-to-day operations.
- Exceptional communication and interpersonal skills, facilitating effective collaboration with clients, internal stakeholders, and senior leadership.
- Extensive experience in client relationship-building, retention, and satisfaction.
- Comprehensive understanding of the Canadian wealth management industry, including regulatory requirements and industry trends.
- Preference for certification such as the Canadian Securities Course.
- Proficient in problem-solving, with the ability to navigate complex client relationships and business challenges.
- Proficient in both Canadian official languages English and French would be considered an asset.
- Over 15 years of extensive experience in Client Services within the Financial Services industry, particularly in Investment Management. Specializations include Retail Wealth, Wealth Management, and Capital Markets.
- Proven track record in delivering exceptional client services within a B2B financial services setting, showcasing strong relationship management and communication skills.
- Demonstrated success in working effectively in a global, matrixed environment, with a focus on fostering collaboration and driving results through partnerships with North American and India based teams.
- Proficient in financial planning, modeling, and execution.
- Additional expertise in Enterprise Client Capacity Management within a Product Environment would be considered a strong asset.
- Cross Functional Leadership.
- Domestic & Offshore Team Management.
- Risk Management.
- Client Services.
- Operations Management.
- Forecasting and Planning.
- Team Building.
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