Associate Vice President, Client Services

Overview

Our client operates a well-established global fund services platform designed to facilitate the distribution and servicing of investment funds across multiple international markets. This platform connects asset managers and fund providers with banks, wealth managers, and other distribution partners, streamlining fund distribution via centralized onboarding, contract management, fund information dissemination, distribution support, and other operational processes.

Role Summary

The Associate Vice President, Client Services, is a client-facing position involving direct engagement with external B2B business partners. The role involves managing daily Client Services functions, including resolving client inquiries, onboarding new business partners and funds to the platform, validating external reports, handling troubleshooting activities, and representing the team during internal project implementations.

Key Responsibilities

• Take full responsibility for B2B business partner onboarding projects by collaborating with Asset Managers and Distribution Partners at senior management levels.
• Engage proactively with both new and existing B2B partners when onboarding new funds onto the platform.
• Serve as the primary contact point for business partners, addressing daily queries efficiently.
• Oversee the client hotline during business hours to support partner needs.
• Build and nurture long-term relationships with business partners to enhance collaboration and satisfaction.
• Deliver high-level assistance to Sales and Business Development teams through internal and external research, conducting analysis and supporting investigations.
• Represent the Client Service team as a subject matter expert during both virtual and in-person meetings with current business partners and potential prospects.
• Contribute to the development and continual enhancement of internal processes by working closely with key internal stakeholders to improve operational effectiveness.

Candidate Profile

• Possess a minimum of five years experience in servicing B2B business partners.
• Hold a university degree preferably in Economics, Finance, IT, or Business Administration.
• Have a sound understanding of the financial services sector, especially Banking and Asset Management.
• Exhibit a strong client-centric approach with emphasis on maintaining excellent client relationships.
• Demonstrate robust communication capabilities, resilience, confidence, and a spirit of teamwork.
• Fluent proficiency in both written and spoken English; additional language skills will be advantageous.
• Skilled in using Microsoft Office applications.