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
- Associate Client Services Manager at Product Connections developing sales plans with client for retail operations execution. Maintain key account relationships and support retail strategies.
Responsibilities
- Develop and maintain key accounts contacts with established clients.
- Participate in the formulation of sales objectives, plans, policies and procedures.
- Execute those that are approved.
- Establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and Product Connections.
- Review, evaluate and report retail execution progress to plan and recommend programs for improvement.
Requirements
- Bachelor’s degree (B.A.) or equivalent work experience.
- Highly experienced in retail operations and a knowledge of basic accounting principles.
- PC knowledge and skills in Microsoft Office products, including but not limited to, Word, Excel, PowerPoint, Access, Outlook, and Sales Trak NG
- Possess negotiation, project management, research, analysis, and presentation skills.
Benefits
- Accommodations for disabilities as needed
- Supportive, collaborative, and inclusive culture
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