VP, Head of Client Services
About This Role
Job Purpose
- Act as the primary point of contact for FAB AM clients, managing day-to-day inquiries and ensuring delivery of a high standard of service across all touchpoints
- Coordinate client onboarding, account maintenance, and reporting processes to ensure seamless experience and adherence to FAB AM service standards
- Collaborate with Relationship Managers, Portfolio Managers, and Operations teams to resolve client requests and ensure service-level agreements are consistently met
- Monitor client satisfaction metrics and proactively identify opportunities to enhance service delivery and strengthen client relationships
- Live and demonstrate the FAB AM values
Key Accountabilities
- Strong interpersonal and communication skills with a client-centric mindset
- Deep understanding of asset management products, operational processes, and client lifecycle management
- Proven ability to manage multiple client relationships and deliver under pressure
- Attention to detail, problem-solving orientation, and commitment to service excellence
- Manage client queries, instructions, and documentation with accuracy and efficiency
- Ensure timely and accurate delivery of reports, statements, and account updates
- Escalate complex cases to relevant teams and follow up on resolution
- Contribute to continuous improvement initiatives to enhance overall client experience.
Qualifications & Experience
- Client servicing and relationship support
- Client onboarding and KYC
- Service KPIs and SLA tracking
- Client query and issue management
- CRM and client data maintenance
- 10-15 Years of Experience
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