Associate Director, Client Services (Institutional)
Liberty Personnel Services, Inc., Tampa, FL, United States
Associate Director, Client Services (Institutional)
Associate Director, Client Services (Institutional)
As the
Associate Director,
Client Services , 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
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, emaildm@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
#J-18808-Ljbffr
As the
Associate Director,
Client Services , 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
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, emaildm@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
#J-18808-Ljbffr