You will be responsible in closely supporting your Team Manager in creating and maintaining a high performing team. You will be expected to build and sustain excellent client relationships and help achieve our mission of delivering excellent client service.
Operations
Provide leadership
Take responsibility for the quality of the team’s output
Ensure that client service tasks are planned and executed accurately and on time
Ensure that errors are captured and reviewed for improvement opportunity
Proactively manage the resource plan as needed
Ensure that sufficient resource is available to meet service delivery expectations.
Work with Team Managers and the Senior Team to achieve all service delivery objectives whether internal or external
Work with the Accounting Team to ensure all client accounting requirements are met satisfactorily
Development of People
Ensure that all staff have individual development plans, hold regular one to one meetings
Ensure that quality of your team deliveries are at the superlative level.
To truly foster the spirit of teamwork and client service excellence across the brief.
Client Relationship Management
Establish and maintain professional day to day relationships with key clients
Maintain fluent revenue recording, invoicing and collection processes
Maintenance of individual client revenue forecasting models
Seek and secure follow on revenue opportunities in conjunction with the Senior Team.
To assist with the onboarding regulatory application process in conjunction with the Onboarding team
To successfully adopt new funds ensuring flawless set up process.
Key Result Areas
Meet the service levels as defined in individual client SLA’s.
Meet the financial targets that are set annually
Meet the billing process targets that are set
Secure great interpersonal relationship with clients and staff alike.