Client Services Manager / Client Services Director
IQ-EQ
- Luxembourg
- CDI
- Temps-plein
- Act in a lead capacity with our clients, maintaining and developing long term relationships and looking to add value through identifying opportunities and growing IQ EQ client base
- Monitor our client requests on a timely basis and deploy appropriate actions arising to relevant staff members within our organization to enhance the services (or provide support in remediation programs when appropriate)
- Assume client board director mandates when requested and provide service meeting regulatory and best practices requirements
- Contribute to the increase in revenue achievements on the Client Portfolio to meet agreed upon sales and revenue targets
- Build strong foundation and connection within the Client Services team by communicating often and openly successes and challenges aiming at reinforcing the employees' sense of belonging to IQ-EQ
- Participate and provide support to the other business lines in RFPs, pitches, service proposals and related pricing determination with Business Implementation Team
- Coordinate with other internal and external stakeholders from Operations or any other Business line
- Identify and promote collaboration and synergies between service delivery teams
- Guide the IQ EQ colleagues and rationalize priorities, define standards and practices for operational processes
- Work closely with the Head of Operations on the daily management of the Client Portfolio
- Work constructively with the Head of Operations/ other CSD and his/her reports to successfully work with the assigned Luxembourg and GCD staff daily to delivery proper service to our clients (after the implementation of Horizon)
- Engage broadly with the service delivery/operations teams to frame, structure and prioritize solutions in projects having a strong impact on the quality
- Escalate any reported/detected significant operational and client issues to the Head of Operations / other CSD
- Business Development role through existing and “new/new” opportunities (including Account Plans Building, OneView feeding)
- Act as Horizon facilitator on client matters and help assigned resource(s) to ensure complete handover and knowledge sharing with GCDs throughout the entire life cycle of the Client
- Help solving conflicts, providing guidance and always act as a problem solver
- Ensure quality of the deliverables and implement Key Quality Indicators reporting to track the feedback from our Client Portfolio
- Act as a Board Director of our Client boards (upon request)
- Supervise and support the staff to ensure that the deliverables are timely and accurately provided to our Clients (AGMs follow up, Accounts approval …)
- Ensure timely and correct billing of services performed according to contract specifications
- Provide support to the billing of extra fees (additional work performed/out of agreement scope of services)
- Support the Cash collection efforts and related follow-up as a second point of escalation
- Track the profitability of services delivered by the Client Services team
- Prioritize Management requests from Sales perspective
- Analyse the adequacy of the budget with the agreed scope of services
- Coordinate/support Clients Visits Plans
- Business travel opportunities
- Proficient verbal and written English, other languages are an advantage
- Positive, professional and can-do attitude
- Excellent interpersonal and communication skills towards management and staff
- Contribute to the positive atmosphere and image of Client Services
- Support and contribute to IQ EQ initiatives
- Master/bachelor's in law, Economics, Finance or an equivalent degree
- Minimum 4 years (Manager) / 10 years (Director) of relevant work experience, preferably in the Finance sector in Luxembourg or in an equivalent jurisdiction
- Good knowledge of the Luxembourg regulatory environment of investment funds, companies and services provided to investment vehicles and schemes in Luxembourg
- Very good command of Microsoft Office packages including Excel, Word, PowerPoint
- Fluent in English and other EU languages (is mandatory)