Client Services Manager - Dublin

Permanent contract|Dublin|Other job functions

Client Services Manager - Dublin

Dublin, Ireland Permanent contract Other job functions

Responsibilities

Description of the Business Line or Department

Societe Generale Securities Services (SGSS) has been active in Ireland for 20 years and is a leading player in servicing Irish domiciled and offshore collective investment vehicles. We act locally as fund administrator and depositary for a wide range of international clients who manage schemes from UCITS to AIFs including private equity and real estate structures, hedge funds and special purpose vehicles.

Summary of the key purposes of the role

The successful candidate will join a team responsible for Client Relationships, On-boarding of new clients onto the Company platform, and providing Client Support reporting directly to the Head of Client Services in this department. You will be involved in every aspect of the client that you are responsible and ensuring that they are managed to a high standard. The candidate will be involved in supporting the Operations teams throughout the Organisation with client issue resolutions, query management, on-going client servicing and Onboarding of new funds and new clients.

Summary of responsibilities

Managing the on-boarding process for your designated clients to include co-ordinating account opening, trade communication set-up, liaising with the Network team on market openings, record keeping set-up, project management, main client contact during the project, legal co-ordination, etc.
Supporting the Client Service team to allocate and prioritise workflow and task management
Providing general administrative support to the team
Managing the follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks to ensure deadlines are met, follow up the closure of open actions.
Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
Co-ordinating the team’s effective use of the CRM System to ensure comprehensive client engagement.
Managing general touchpoints and communication channels with clients of the team
Acting as the escalation point of contact for dedicated clients; dealing promptly and efficiently with clients’ queries and engaging with other business units as required
Participating in interdepartmental projects to identify best practice to enhance servicing our clients; facilitating deployment and communication of new applications to the team
Preparing presentations for client meetings; auditing customer relationship management systems to ensure records and supporting documents are accurate & compliant in preparation of client meetings
Attending Fund board meetings for your specific client on a quarterly basis
Manage and Co-ordinate Client Service Reviews
Ownership of all client reporting packages ahead of being sent out to the clients and analysis for client meetings

Profile required

Competencies

Self-starter and ability to work independently
Ability to work in a team environment
Strong presentation skills
Excellent communication skills both written and oral
Ability to manage multiple projects simultaneously under time pressure and with extreme accuracy
Strong financial product knowledge.
Ability to prioritise tasks as they arise based on deadline and importance
Ability to escalate any issue quickly to management to ensure the issue is deal appropriately
Strong team player to step in and help team members throughout the organisation when required
Ability to accept change and adapt as required
Excellent Organisation skills to manage both external and internal client demands and deadlines

WORK EXPERIENCE

Minimum 5 years’ experience in a similar role
Proven track record of delivering high levels of client service
Proven track record for Project Management for Client Onboarding
Experience in managing Strategic clients and conflict management

EDUCATION

Degree required – preferred business/accounting/finance concentration.

LANGUAGES

Fluent English essential; knowledge of French language an advantage

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.