This is a Client Service Lead role in the US Asset Owners division. The candidate will be the point of contact for multiple client relationships, manage client activities and resolve client inquiries in a timely manner.

• Be responsible for the day to day interaction and successful relationships with several clients, on both the Accounting and Investments teams of the client office.
• Ensure client satisfaction of inquiries are satisfactorily responded to and resolved.
• Measured through surveys and direct feedback
• Has accountability for liaising with COE’s, Shared Service teams and other business unit areas as required to escalate and resolve client’s service and operational issues
• Facilitate communication to ultimately ensure an effective operating environment.
• Work in conjunction with individuals on the team as well as Shared Services/COEs, outsource partners, other business units as well as external clients as needed to ensure seamless processing according to the fund’s policies, client’s procedures and that all SLAs are met
• Work collaboratively with teams and management across organization on various projects, oversight, committees, KPIs, etc.
• Work closely with senior management to keep them informed of new developments, service issues and new business opportunities.
• Compile client documentation, organize internal meetings and assist with developing meeting materials
• Maintain functional and technical knowledge across multiple disciplines
• Acts as a liaison between client and internal departments to ensure successful implementation.
• Perform other duties as assigned

• Strong communication and organizational skills with a consultative mindset
• Capable of thinking strategically and analytically with a demonstrated ability of driving execution
• Acts with a high level of responsiveness
• Ability to work collaboratively across multiple business groups and levels of the organization
• Self-motivated, strong work ethic
• Strong ability to adapt to change and multi-task

Education & Preferred Qualifications

• BS/BA degree required Must have a minimum of 5 years of related experience, preferably in financial services industry