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Client Relationship Manager
18-20万/年
人 · 本科 · 3年及以上工作经验 · 性别不限2025/01/13发布
五险一金绩效奖金弹性工作定期体检

浦东新区

低价好房出租>>

花园石桥路66号东亚银行大厦1301-1301A室

公司信息
阿托思安财务管理咨询(上海)有限公司

外资(欧美)/50-150人

该公司所有职位
职位描述
Description:

Act as the client point of contact for all client queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction. Actively manage client relationships with the client services team.

Job Responsibilities:

The role duties and responsibilities will include but not limited to the fossllowing:
- Be the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues.
Participate in incident, problems, change request fulfilment and act as the advocate for the client in resolutions
- Development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s).
- Action requests from assigned clients and coordinate internal stakeholders to resolve client queries
- Preparation of client reporting for assigned clients on a monthly/quarterly basis as required
- Assist with co-ordinating new product onboardings for existing and new clients
- Contacting clients regularly to identify their needs, and to ensure they are satisfied with the received service
- ability to lead face to face meeting with assigned clients.
- Champion service offering amongst existing clients
- Administration and maintenance of CRM system - Salesforce to enable efficient communication to existing clients
- Provide regular reports to internal teams on new / exiting funds as they are known (e.g. Compliance Manager for compliance letters, Team Leaders re transitions, Finance re invoicing etc.)
- Identification and follow through on revenue growth opportunities through cross/up-selling, client follow-on business, contract review and identification of scope creep.

Proven Experience & Qualifications:
- Bachelor Degree in Business or Finance-related discipline
- Experience in funds administration, funds management or a custodian
- At least 4 years’ experience in a corporate environment
- Advanced experience with Microsoft Suite

Skills Required:
- Ability to work well under pressure;
- Strong collaborative approach and team player;
- Strong communication and analytical skills;
- Strong customer service focus
- Strong relationship management skills
- Strong communication skills both oral and written;
- Strong problem-solving skills;
- Flexibility to adapt in a fast paced, evolving environment;
- Ability to work manage own timeline and prioritise tasks so as to meet client/internal deadlines.

Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR)

Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of China for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside China for the purpose of this recruitment.

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