Description
Client Messaging - To be the lead interface on client communications, picking up all actions from the below duties. Specifically to be the senior point of escalation for client communications where there is a change of a "client team" staff member, fee issue, significant service issue, complaint or material group operational issue that needs to be discussed or communicated to clients.
The Client Services Associate Director will:
* Possess the ability to discuss, present, communicate and negotiate at senior level
* Possess an analytical mind, combined with a commercial drive and the necessary skills to marry those talents and produce innovative, profitable solutions for clients and the firm itself
* Demonstrate motivation and be a self-starter who can make a visible impact and manage a team with a high level of dynamism
Essential Duties and Responsibilities
Existing Client Negotiations & Sales
Responsibility for:
* Negotiate fees, scope of service, contracts and ongoing sales with existing clients in conjunction with revenue and growth targets
New Business Proposals/RFP's
Supporting:
* Sales and product teams in the completion of request for proposals (RFPs) of new and new existing business
Cross Selling & Revenue Growth
To include:
* Promotion of new products and services to new and existing clients
* Researching The business's products and set up and attend demonstrations with Subject Matter Experts (SME's)
* Drive up revenue associated with current book of clients
New Business Take On Co-ordination
Participating with:
* Other internal support teams in coordinating client due diligence, adhering to client deal team processes, including client risk assessments and general on-boarding of clients with shared services
Build Relationships (Internal/External)
Responsible for:
* Attendance at client meetings and serving on internal committees/boards
* Assessing client satisfaction and undertake client service reviews
* Work initiation, client & internal team interactions
* Client service level performance (SLP) oversight, monitoring & review
Client Directorships
Acting as:
* A director or officer of managed entities where required including preparation for board meetings and reviewing documents, attending and reviewing minutes for board meetings
Knowledge Management
Responsible for:
* Internal mentoring & training, fund structure knowledge and consultancy (technical expertise) and share best Practices and industry/trend info.
Conference Attendance
To include:
* Company representation at trade association meetings to promote new and existing products as needed.
* Identify new client opportunities.
* Awareness of industry & regulatory changes.
* Networking.
In addition to the duties listed above, the Associate Director may be requested to perform any other ad hoc duties, tasks or projects as requested by the Sector Management.
Technical Knowledge/Skills Required/Attributes
* Client service culture
* The desire to contribute to and foster a dynamic culture
* The ability to construct and deploy rational arguments as a means to influence others
* The recognition of group dynamics and acceptance of consensus outcomes
* To be positive in outlook and persuasive in approach
* An aptitude to leadership
* A strong track record of building effective and sustainable teams
* A proven ability to succession plan and delegate effectively.
* Sufficient technical expertise and practical experience in the field of Client Services and/or alternative client service administration coupled with demonstrable experience of client board participation to command respect from clients and staff.
* Evidence of highly developed relationship management skills (re colleagues, staff, clients and intermediaries).
Previous Experience
* Demonstrable success as a strong negotiator and influencer
* Demonstrable experience of managing client entities and subordinates with a proven track record of strong technical and management skills
* Proven experience in a management role within the finance industry
* A good understanding of the business model and the market in which it operates
Allegis Group Limited and Aston Carter Limited operate Employment Businesses and Agencies and are companies within the Allegis Group Inc. group of companies, the fourth largest staffing company in the world, (collectively referred to as the "Allegis Group"). TEKsystems and Aerotek are divisions of Allegis Group Limited. Applicant data will be treated in accordance with the Allegis Group's Privacy Notice.