Client Service and Delivery Manager, Global Fund Services

- Serve as the senior client contact across applicable product disciplines, providing escalation support for client questions and service issues.

- Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing.

- Monitor performance against Service Level Descriptions and ensure timely issue communication and escalation with Relationship Managers, internal partners, and clients.

- Lead project planning for key clients, ensuring internal and external stakeholders are aligned, informed, and accountable for deliverables.

- Review, approve, and ensure timely publication of monthly reporting to consultants and clients, including KPI calculations.

- Support Relationship Manager activities, including at risk reporting, issue reporting, relationship plans, client survey administration, and oversight.

- Oversee complex, cross disciplinary initiatives and partner across the business to improve efficiency, effectiveness, and productivity.

- College or University degree and/or general finance and portfolio management knowledge through proven work experience.

- Extensive experience in client servicing, investment management outsourcing, fund administration, management accounting, or operations.

- Technical knowledge of trust or asset management and accounting, usually gained through related work experience.

- Knowledge of fund structures, general finance, and portfolio management concepts.

- Strong negotiation, delegation, leadership, communication, and client servicing skills.

- Functional and industry knowledge with a high level of flexibility and adaptability.

- Commitment to service excellence and strong client relationship management.