金融機関/金融プロフェッショナルの転職・求人

[募集終了]Client Servicing Team Leader

このポジションはすでに募集を終了しております。
現在募集中のポジションにつきましては、転職支援サービスにご登録の上、担当コンサルタントまでお問い合わせください。

仕事内容
Control and Risk Management
・Oversee the day to day activities of direct reports.
・Ensure all client legal, tax and documentation related issues are appropriately documented.
・Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
・Review and discuss issues requiring escalation with Sr. Management.
・Interpret, review and revise guidelines and policies to enhance team effectiveness.
・Manage controls efficiently to alleviate any areas of potential risk.

Client Servicing and Inquiry Response:
・Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups (Operations, etc.).
・Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables.
・Establish appropriate contacts within client organizations and internal departments.
・Work closely with Client Service Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
・Build overall credibility and foster trust with clients.

Leadership and Staff Supervision:
・Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths
・Participate in the interview and selection process for job applicants.
・Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
・Participate in inter departmental and cross Line of Business Project teams.
・Complete and oversee the completion of the BBH annual performance review process.
・Provide ongoing feedback and coaching to staff to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.
・Assist in managing team expenses.

Technology / Productivity/ Innovation:
・Review and stream line functional tasks for maximum efficiency.
・Realize team efficiencies through increased automation and organize workflows.
・Lead and assist in implementing the coordination of new business and product implementations and conversions.
必要経験
・BA/BS degree in a business related field, and/or equivalent work experience.
・5+ years of Fund Accounting, Global Custody, and/or Transfer Agency experience.
・2+ years of supervisory experience.
・Client service skills.
・Aptitude for numbers, accuracy and organization.
・Technical and analytical ability.
・Ability to work accurately and quickly under pressure.
・Interpersonal skills.
・Ability to communicate effectively with verbal and written skills both English and Japanese.
・Creative problem solving skills including the ability to identify, recommend and implement solutions.
・Ability to learn and adapt to new technologies and systems.
予定年収
別途ご案内致します
予定勤務地
東京
企業名
社名非公開 : 有力外資金融機関
企業の特徴
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