Core Operations - Assistant Vice President

Overview

Management role leading a team of about 40 Client Service Operations representatives, providing relationship management and daily operational support to asset manager and asset owner clients, based in Bangalore.

What you'll do

• Manage multiple external client and investment manager relationships.
• Manage the day-to-day operations and long-term relationship oversight of assigned accounts.
• Manage and oversee the team of client service operations representatives and managers, including work allocation, training of new staff and process improvement.
• Proactively define team roles in line with service levels and corporate initiatives.
• Ensure client satisfaction by advocating for clients and ensuring client issues are resolved satisfactorily.
• Identify client needs and potential internal issues impacting client satisfaction.
• Serve as an escalation point for inquiry management and handle internal and client escalations effectively and comprehensively.
• Work with other global service teams to provide the expected level of inquiry resolution to asset managers.
• Work closely with internal teams and clients to drive execution of initiatives and provide project management support for client-related initiatives.
• Facilitate communication between Client Service Operations and other business units, and act as liaison to ensure service deliverables are implemented successfully.
• Keep senior management informed of new developments, service issues and new business opportunities.
• Manage internal and client expectations.
• Manage conversion and new client relationships with minimal input from VP or SVP.

What you'll need

• Bachelor's degree in finance required.
• Minimum of 12 years of total related experience in the financial services industry.
• Knowledge of the Accounting, Custody, Income and Trade Processing workflow.
• Willingness to work in US shift.
• Experience in relationship management.
• Strong verbal and written communication skills and good presentation skills.
• Leadership and management skills.

Nice to have

• MBA.
• Project or transition experience, preferably in a US-centric captive unit of a major financial company in India.
• Strong front end or middle office client services exposure.

Details

• Location: Bangalore, India.
• Works US shift.
• Reports to the Client Service Ops VP; has front line and manager-level staff reporting into the role.