Client Service Investment Associate assisting in administrative and client support activities for institutional clients. Delivering superior client service and managing client accounts.
CS
Hybrid Senior Product Manager, Client Services
Posted 8 hours ago
About the role
- Product Manager enhancing Vista Global’s Client Services technology ecosystem. Focusing on building and improving internal platforms and tools for seamless trip management and communication.
Responsibilities
- Support the definition and execution of the product vision and roadmap for Client Services technology, aligned with Vista’s strategic and operational goals.
- Partner with stakeholders across Client Services, Sales, and Operations to gather requirements, understand business needs, and translate them into scalable technology solutions.
- Lead discovery and requirements-gathering activities, converting business needs into clear product specifications, user stories, and acceptance criteria.
- Collaborate closely with Engineering and UX teams to deliver intuitive, efficient tools that support client communication, workflow management, and trip execution.
- Manage and prioritize the product backlog, balancing business impact, user value, and technical feasibility.
- Support Agile delivery by participating in sprint planning, backlog refinement, reviews, and retrospectives.
- Track delivery progress, manage timelines, and communicate status updates to stakeholders.
- Use data and analytics to inform prioritization, track KPIs, and assess product performance.
- Assist with release planning, testing, and user acceptance testing (UAT) to ensure smooth and high-quality releases.
- Identify risks, dependencies, and process bottlenecks, escalating where appropriate and supporting timely resolution.
- Create and maintain post-release documentation and user guides.
Requirements
- Bachelor’s degree in Business, Technology, or a related field; an MBA or advanced degree is a plus.
- Minimum of eight (8) years of experience in Product Management.
- Proven experience developing or managing client-facing service tools, CRM systems, or workflow platforms, within a global operations environment.
- Deep understanding of end-to-end service processes, including quoting, trip execution, and customer relationship management.
- Strong analytical and strategic thinking skills, with experience leveraging data and KPIs to guide product decisions.
- Hands-on experience working within Agile software development methodologies.
- Proficiency in tools such as Jira, Confluence, Salesforce; experience with collaboration and analytics tools (Asana, Power BI, Tableau) is essential.
- Excellent communication, presentation, and stakeholder-management skills.
- Ability to lead cross-functional teams and manage competing priorities effectively.
- Ability to operate autonomously and influence stakeholders across multiple regions and business units.
- A proactive, user-centric mindset with a passion for improving client and employee experiences through technology.
Benefits
- Hybrid work
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Senior Client Service Representative focused on processing client documents and maintaining data integrity. Assisting clients with consultation and accounting issues in insurance services.
Client Service Administrator at HearingLife Canada assisting clients and ensuring smooth clinic operation. Managing inquiries, scheduling appointments, and providing administrative support in a healthcare setting.
Client Services Associate role at Citi providing support for banking and investment clients. Engaging in client service requests and ensuring compliance adherence.
Client Services Officer coordinating client assessments for Bureau Veritas. Building relationships and ensuring compliance in health and human service standards across various projects.
Client Service Manager at gocomo managing B2B accounts in digital marketing. Focused on relationship building and strategic growth within the agency.
Client Contact Executive managing client enquiries through multiple channels in a hybrid role. Supporting client service initiatives and handling enquiries professionally.
Client Service and Sales Support specialist assisting the sales team at BNY Investments in Milan. Providing administrative and technical support to achieve sales goals.
Client Services Representative managing accounts for Sedgwick, a global risk and claims administration leader. Focusing on customer satisfaction and program management with primary client contact responsibilities.
Client Service Representative assisting customers with daily banking needs at CIBC. Engaging with clients and leveraging technology to improve their banking experience.