金融機関/金融プロフェッショナルの転職・求人

[募集終了]Senior Manager, Client Account Services

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仕事内容
・Ownership of Client Outcomes: Take full accountability for the client experience by proactively managing service delivery and operational activities, as well as clarifying Japanese market practices
and client expectations, ensuring accurate and timely communication with internal stakeholders across functions. Monitor and resolve client queries efficiently, ensuring timely and satisfactory outcomes. Lead client meetings to address service-related topics and develop actionable solutions.

・Primary Point of Contact: Partner closely with Relationship Managers, acting as the central coordinator and the escalation point for account openings and closings, IMA and guideline negotiations/amendments, client deliverables, operational due diligence, transition management, cash flow processing, error / breach remediations, and all aspects of operational and service-related client interactions.

・Service Delivery & Issue Resolution: Oversee daily operational and reporting requirements, uphold high service standards, and resolve complex issues across operations, compliance, investments, and reporting. Ensure comprehensive documentation of operational issues and exceptions within internal records, provide structured reporting to executive stakeholders, and manage client-facing incident communications by identifying the responsible internal function and preparing formal client correspondence as required.

・Client Onboarding & Implementation: Lead all aspects of client onboarding in collaboration with the Implementation team, products supported include separate managed accounts and fund vehicles. Ensure a seamless transition and a positive client experience from initial engagement to account activation.

・Participation in Global Initiatives and Projects :Actively participate in global initiatives and projects, representing the local client service perspective. Effectively communicate local requirements and market practices to global stakeholders, ensuring that global frameworks and processes are adapted appropriately for them.
Proactively propose solutions that address both global standards and local needs, contributing to the development and implementation of best-in-class client service models.
必要経験
・Minimum 10 years of experience in client servicing within asset management.
・Knowledge of Japanese institutional and intermediary client segments, ability to provide insights and discuss how market practice, product features, and operational constrains can impact client needs and solutions.
・Track record of managing complex internal and external stakeholder relationships to achieve desired outcomes across a diverse client base, including sovereign wealth funds, central banks, insurers, distributors, platforms, and family offices.
予定年収
1500万~1700万円(経験により応相談)
予定勤務地
東京
企業名
社名非公開 : グループ全体で約119兆円を運用する外資系資産運用会社
企業の特徴
グループ全体で約119兆円を運用する外資系資産運用会社。確定拠出年金ビジネス、変額年金保険関連ビジネスをはじめ、公募投信、機関投資家および年金基金向けビジネスを展開。
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