Role Description
The Client Service Relationship Manager is responsible for servicing and supporting some of the firm’s largest investment intermediaries by building and preserving trusted partnerships. The Client Service Relationship Manager will serve as the primary advocate for all interactions between FNZ and the investment intermediaries. The candidate should be strategic and analytical when finding solutions to problems to ensure maximum client satisfaction. To be successful as a Client Service Relationship Manager, you should possess excellent written and oral communication skills and maintain the core values of the organization. The Client Service Relationship Manager is responsible for working with key internal stakeholders to provide solutions to meet the strategic and tactical needs of our key investment intermediaries.
Specific Role Responsibilities
- Become a reliable point of contact for relationships and establish a strong business relationship.
- Develop open and effective channels of communication with each relationship.
- Coordinate internal stakeholders and determine the best utilization of resources to increase customer satisfaction.
- Contact key relationships via calls, emails, or meetings to ensure they are satisfied we’re responding to their inquiries in a timely and responsive manner and we’re delivering a high level of satisfaction.
- Communicate with relationships to understand their requirements and make appropriate adjustments necessary for meeting client needs.
- Expanding the customer base by upselling and cross-selling based upon an understanding of their needs.
- Building and maintaining profitable relationships with key relationships.
- Validate and review daily activity while maintaining all required controls.
- Handle complex issues and escalate as needed acting with a sense of urgency.
Experience required
- The candidate should have:
- Bachelor’s degree or equivalent work experience and a background in financial services or related field preferred; 10+ years of related experience.
- Strong written and oral communication skills. Must be organized and demonstrate the ability to handle several competing priorities.
- Deadline and detail oriented.
- Computer proficient and working knowledge of desktop software applications (e.g. Word, Excel, and PowerPoint etc.)
- Ability to collaborate with key stakeholders across the organization.
- Ability to liaise at all levels with internal and external parties.
- Working knowledge of custody, settlement, and Trust accounting principles and processes.
About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
Customer obsessed for the long-term Think big and make an impact Act now and own it all the way Challenge, commit and win together
Read more about The FNZ Way and our values: www.fnz.com/culture
Opportunities
- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
- Working in a flexible and agile way that meets the needs of the business and personal circumstances.
- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority.
- We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future
