Job Details:
Client Services Team Lead (Institutional)
As a Client Services Team Lead, you will be the bridge between our sophisticated institutional clientele—including pension funds, endowments, and sovereign wealth funds—and our internal investment and operations teams. This role requires a blend of high-level emotional intelligence, technical investment knowledge, and people management skills.
Role Overview
- Department: Client Services / Investor Relations
- Target Audience: Institutional Investors (Pensions, Insurance, Consultants)
- Reporting To: Head of Client Experience or Director of Institutional Relations
Core Responsibilities
1. Leadership & Team Development
- Mentor and manage a team of Client Service Associates, providing regular coaching, performance reviews, and professional development paths.
- Act as an escalation point for complex client inquiries or sensitive operational issues.
- Optimize team workflows to ensure high-quality, timely responses to client requests.
2. Institutional Client Management
- Relationship Oversight: Maintain deep relationships with key stakeholders at institutional firms, ensuring their specific reporting and service requirements are met.
- Onboarding Excellence: Oversee the end-to-end onboarding process for new institutional mandates, coordinating with legal, compliance, and portfolio management.
- Client Retention: Proactively identify "at-risk" accounts and develop strategies to improve satisfaction and stickiness.
3. Strategic Operations & Reporting
- Standardize Reporting: Partner with the data team to enhance the accuracy and delivery of quarterly investment reports, DDQs (Due Diligence Questionnaires), and RFPs.
- Process Improvement: Identify bottlenecks in the client lifecycle and implement scalable technology solutions or CRM enhancements.
- Cross-Functional Liaison: Represent the "voice of the client" in internal meetings with Portfolio Managers to ensure investment strategies align with client expectations.
To APPLY, email dm@libertyjobs.com or click the Apply button below.
David Miller
Recruiter phone: (484) 238-1942
Recruiter fax: 610-941-2424
Recruiter email: dm@libertyjobs.com
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