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Client Executive, Global Fund Services (Remote or Hybrid)

In United States

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Client Executive, Global Fund Services (Remote or Hybrid)   

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JOB TITLE:

Client Executive, Global Fund Services (Remote or Hybrid)

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Chicago, IL United States

JOB DESCRIPTION:

Overview Responsible for managing client relationships for Global Fund Services (GFS). Utilizes knowledge of global custody, fund administration, investor services, and middle office outsourcing services to provide clients with information and suggestions to add value to the relationship. Identifies opportunities to cross-sell products and services generating additional revenues.   Job Responsibilities Manages client relationships for Global Fund Services. Understands evolving Client product / business capabilities, ensuring familiarity with new capabilities, technology, innovation. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns / needs to Client partners. Develops complete understanding of client's business, strategic objectives, goals, market challenges, and aligns to Client's business / product strategy. Cultivates strong working relationships with client contacts. Demonstrates ability to add value with consultative approach by anticipating client needs and possible solutions, and partnering with client to implement. Educates client on industry trends, emerging issues, and regulatory / tax changes, while highlighting Client products and services, thought leadership, and solutions. Cross-sells Client products / services and participates in development of solutions to meet client needs, coordinates presentations, introduces Client experts when appropriate, closes the sale, and ensures smooth delivery of new services. Manages client profitability, understands competitive environment, develops pricing strategies, and works with team to enhance profitability.   Qualifications: Skills/Knowledge Required 10 - 15 years of experience in financial services, preferably in trust or asset services. Knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage client relationships. Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs. Experience with U.S. mutual fund products and associated operations preferred, including fund administration, transfer agency, custody, regulatory and/or compliance functions. Skills in negotiation, delegating, leadership, and sales are necessary to service client relationships.   About Client: Our client provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Working with Us: As a Client's partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve! We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021: Gender Equality Index Member, Bloomberg Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine   We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.   Employee Status: Regular Job Level: Individual Contributor Job Type: Standard

Position Details

POSTED:

Dec 01, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16553376410944143

LOCATION:

United States

CITY:

Chicago, IL

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
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Client Executive, Global Fund Services (Remote or Hybrid)    Apply

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Overview Responsible for managing client relationships for Global Fund Services (GFS). Utilizes knowledge of global custody, fund administration, investor services, and middle office outsourcing services to provide clients with information and suggestions to add value to the relationship. Identifies opportunities to cross-sell products and services generating additional revenues.   Job Responsibilities Manages client relationships for Global Fund Services. Understands evolving Client product / business capabilities, ensuring familiarity with new capabilities, technology, innovation. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns / needs to Client partners. Develops complete understanding of client's business, strategic objectives, goals, market challenges, and aligns to Client's business / product strategy. Cultivates strong working relationships with client contacts. Demonstrates ability to add value with consultative approach by anticipating client needs and possible solutions, and partnering with client to implement. Educates client on industry trends, emerging issues, and regulatory / tax changes, while highlighting Client products and services, thought leadership, and solutions. Cross-sells Client products / services and participates in development of solutions to meet client needs, coordinates presentations, introduces Client experts when appropriate, closes the sale, and ensures smooth delivery of new services. Manages client profitability, understands competitive environment, develops pricing strategies, and works with team to enhance profitability.   Qualifications: Skills/Knowledge Required 10 - 15 years of experience in financial services, preferably in trust or asset services. Knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage client relationships. Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs. Experience with U.S. mutual fund products and associated operations preferred, including fund administration, transfer agency, custody, regulatory and/or compliance functions. Skills in negotiation, delegating, leadership, and sales are necessary to service client relationships.   About Client: Our client provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Working with Us: As a Client's partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve! We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021: Gender Equality Index Member, Bloomberg Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine   We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.   Employee Status: Regular Job Level: Individual Contributor Job Type: Standard


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