Job Description

About the Customer


About the Role
Responsibilities:
Sr Client Service Manager I

The Senior Client Service Manager I India supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company//'s products. This job serves as a high level contact for clients and guides direct reports on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. As a team manager, this job is responsible for setting goals and objectives for team members and ensuring policies and procedures are understood and followed by direct reports.
Key Responsibilities and Duties
Monitors inbound/outbound client communication (emails and phone calls) via the Customer Relationship Management system to ensure clients are receiving high quality customer service. Reviews reports and other materials for client meetings and attends meetings as needed. Supervises the production of a large volume of custom quarterly reports to clients, consultants and service providers. Provides quality control for client reports and requests to ensure accuracy and completeness. Ensures due diligence and client questionnaires have been completed in a timely and accurate manner. Investigates and addresses escalated client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager. Manages performance direct reports through regular, timely feedback and the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and development.
Location
Pune
Exerience:
8-12 years
Background and Requirements
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
* Physical Requirements: Sedentary Work