Client Service Delivery Manager

Client Service Delivery Manager 

Key Responsibilities 

• Collaborating and working closely with partners from the various operational and support teams to ensure service delivery is in line with client expectations.

• Planning and facilitating client meetings/calls, including the scheduling of client service review meetings/calls and visits; preparation of client meetings and subsequent follow-up; responsibility for the creation of and subsequent monitoring of performance against Service Level Agreements and due diligence visits/calls/questionnaires.

• Ensuring follow-up with Operational teams of outstanding day-to-day client queries and issue resolution.

• Close collaboration with Relationship and Client Service Managers to ensure issues are communicated and escalated promptly, both internally and directly with the clients.

• Working closely with Project Managers in respect of fund/sub-fund launches, mergers, liquidations etc.

• Managing client service reviews with a good understanding of the roles played by each of the key product areas: Fund Accounting, Transfer Agency,

• Custody, Depositary, Risk & Compliance and Corporate Secretariat.

• Ensuring timely completion and publication of monthly reporting, including review of Key Performance Indicator levels (review and approval of monthly reporting) and monthly client reporting packs.

• Preparing for, attendance at and presentation to Board Meetings and taking ownership of final review of the board packs and following up action items raised during the meetings.

• Championing complex initiatives involving multiple disciplines and/or ambiguous issues across NT service centres.

• Consistently displaying a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness and productivity.

Skills/ Qualifications:

• Demonstrate a high degree of flexibility and adaptability to change.

• Be able to showcase their past experience in a similar role involving traditional and private assets clients, with exposure to all business areas (including but not limited to Fund Accounting, Transfer Agency, Custody, Depositary, Risk & Compliance, Corporate Secretariat)

• Be able to demonstrate their knowledge of the rules and regulations about the Luxembourg funds business including private asset structures

• Be an excellent communicator and team player; show the social skills necessary to be at ease in many different audience situations (within the CSDM team, with senior management, with external, auditors, legal advisors and other parties, and of course with the client at varying levels of seniority)

• Be fluent in written and spoken English, French would be considered an advantage