Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
About the role
- Senior Client Service Manager I supervising a team for client reporting at TIAA Global Capabilities. Ensuring accuracy in reports and managing team performance in Pune, India.
Responsibilities
- Supervises a team of professional level employees
- Monitors inbound/outbound client communication to ensure high quality customer service
- Supervises the production of client reports
- Provides quality control for client reports and requests
- Investigates and addresses escalated client inquiries
- Manages performance of direct reports through regular feedback and formal reviews
Requirements
- 5+ Years Required; 7+ Years Preferred
- Minimum 2+ years of people management experience
- Client focused mindset
- Ability to organize and prioritize competing priorities
- Must be highly proficient in Excel, PowerPoint, and Word
- Ability to query in SQL preferred
- Strong knowledge of the retail and/or institutional investment business and investment strategies/products is ideal
- Previous experience with the following preferred: BBG Point / Port, Perform, Eagle, Coric etc will be added advantage but not a mandate
Benefits
- N/A
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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