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Client & Account Services Manager, US

  • Compensation: 130,000 - 140,000 yearly Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #18772

Client Services Manager, North America

Our client is a leading provider of fixed income/credit trading platforms, data, and post-trade solutions.

Job Description

The individual in this position for be responsible for client service and operational  for the firm's US customer base and will oversee the day-to-day functions of the US Client & Account Services teams, ensuring KPI’s are met and a first-class level of support is provided to all clients. You will work closely with our Sales and Technology teams to ensure we are providing our customers with the best tools and training to execute on our platform seamlessly and efficiently.

Responsibilities

  • Support buy and sell side clients on the platforms
  • Work between Sales and Dealer Relationship Managers on client/trading issues
  • Work closely with IT on system enhancements and releases
  • Work with stakeholders to effectively resolve client issues/escalations
  • Liaise between new clients and internal stakeholders to facilitate product and user enablement
  • Serve as the primary escalation point of contact for all issues that come through Client & Account Services  
  • Provide a consistent positive client experience
  • Manage work volumes while adhering to established policies and deadlines
  • Lead client transformation initiatives for operational efficiencies.
  • Test, develop, and implement workflows, procedure updates and enhancements
  • Manage and coach team members to drive performance
  • Monitor staff to ensure timely and successful completion of tasks
  • Build and maintain a culture of trust, transparency, and integrity
  • Evaluate team and individual performance to achieve business objectives

Requirements

  • 5-10 years of client service, relationship management experience within financial services
  • 3+ years people management experience
  • Knowledge of the fixed income markets, electronic trading platforms and general securities trading
  • Microsoft Office Suite – Must be proficient in Excel and PowerPoint
  • Bachelor’s degree in finance or related field

 

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