Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Client Service Manager overseeing negotiations and implementation of national projects for retail clients. Ensuring high service levels and managing financial activities within organizational processes.
Responsibilities
- The Client Service Manager (CSM) is responsible for the negotiation, creation, approval, and the implementation of national projects.
- These responsibilities include project development, budget management, execution monitoring, issue resolution, reporting, up-selling, and invoicing.
- The CSM must also manage all related financial activities within Product Connection's process while providing a high level of service to client representatives and co-workers and assisting the organization in achieving a service excellence culture.
Requirements
- Bachelor’s degree (B.A.) or equivalent work experience.
- Highly experienced in retail operations and knowledge of basic accounting principles
- PC knowledge and skills in Microsoft Office products.
- Strong Excel skills: Data Manipulation (filtering, sorting, freezing panes), Pivot Tables (summarizing/analyzing large data sets in Excel) and VLOOKUP's (quickly pulling in information from a lookup table)
- Possess negotiation, project management, research, analysis, and presentation skills.
Benefits
- Product Connections is committed to providing accessible employment practices and welcomes applications from people with disabilities.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
- Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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