Company:	Segue Search
Job Category:	Accounting/Finance/Insurance
Job Title:	INSTITUTIONAL CLIENT SERVICE EXECUTIVE
Location:	New York, NY
URL:	http://www.seguesearch.com

Job Description

CLIENT SERVICE EXECUTIVE

The Client Service Executive is a central point of contact for institutional and intermediary clients of this $230B Investment Management firm.  It requires someone with the ability to understand all aspects of the client’s accounts, including but not limited to legal, operational, compliance, and general investment product related issues.  This role is part of a team of Client Service Executives and supports the client service efforts of the Client Directors (Institutional Sales and Intermediary Key Accounts).

As a central point of contact, the Client Service Executive will be responsible to resolve any enquiries from clients and respective client consultants.

Responsibilities

· Relationship Management and Service Development

– Proactively manage and develop relationships with clients, as well as internal areas of the company that will allow you to effectively complete your job

– Attain a deeper understanding of the needs and requirements of current and prospective Institutional and Intermediary Clients which will allow you to proactively shape and define the required service proposition for each key strategic client

– Follow the policies and procedures as defined by your manager that will allow you to effectively complete your job

– Coordinate the new account take-on process with the Client Administrator and Intermediary Key Accounts.  This includes but is not limited to gathering the necessary documentation, coordinating efforts with the client and our Transitions team in London, and coordinating funding with the client. New Account Vehicle types include:

§ Institutional:

§ Intermediary: Sub-Advisory

– Support for and attendance at client events, as deemed appropriate by the CD and your manager

– Participate in the internal annual client review process

– Contribute, where appropriate, to the account planning process in terms of adding knowledge/insight about the client/industry etc. for those clients whom the CD is preparing detailed plans for

· Enquiries from Clients and Consultants

– General assistance to Client Director when issues arise pertaining to the Institutional and Intermediary client base

– Respond promptly and professionally to requests and queries from clients, their administrative personnel and their consultants

– Promote client and consultant relations through excellent service and build sound working relationships with Institutional and Intermediary Clients

– Ensure that CD is briefed on any client specific issues prior to any meeting.  Prepare briefing papers as required and share information/insight that is relevant for the CD

– Act as the central point of contact for all client issues and act as the liaison with internal areas (portfolio management, operations, marketing, etc.) to get the issue resolved

· Production of Client Reports

– Preparation of accurate quarterly reporting material in a timely manner (if a Product Executive is not associated with the underlying product)

– Preparation of ad hoc reports required by clients and their consultants to be completed by stated deadline when (if a Product Executive is not associated with the underlying product)

– Coordination of presentation material ahead of client meetings

– Ensure that client service promises to clients are met for reporting and information provision

· Responsibility for Clients’ Assets

– Coordinate and communicate cash additions and withdrawals to the appropriate internal groups on correctly authorized instructions

· Maintenance of Records

– Ensure all amendments to client file are processed and that the client file is kept up to date on a timely and accurate basis

– Ensure all internal records are scanned/filed properly and on a timely basis

– Ensure that all client and contact information is entered and logged into our CRM system

· New and Existing Clients

– For new clients, ensure all internal procedures are followed and necessary information is obtained to register client on relevant systems and inform relevant internal departments as appropriate

– For existing clients, ensure the exit is dealt with in accordance with clients’ instructions and with internal procedures

· Other

– Support the team through providing cover for absent colleagues

– Develop technical skills and be proactive in the department in improving workflow and system

– Learn firm’s products and the delivery vehicles

Position Requirements:

· Educational requirement: College Degree

· Needs to have 4-5 years prior experience in the Financial Services in order to fulfil the requirements of the role

· Must possess good interpersonal skills and written skills.  Ability to explain relatively involved concepts in a clear and concise manner to others within the organization

· The role is prescribed within a well-established framework.  However, the role holder is expected to play an active part in improving day-to-day procedures and how the work is to be tackled

· Responsible for planning own workload typically against a backdrop of changing priorities and/or external events for the coming quarter

· Is required to make routine judgments in situations and would be expected to seek assistance for anything complex or out of the ordinary

· Series 7 and 63 preferred