Client Portfolio Manager

15 hours ago


Dublin, Dublin City, Ireland beBeeCustomer Full time €60,000 - €80,000
Job Overview

The role of Client Services Manager in Finance is to oversee the delivery of transfer agency services to a portfolio of clients.

Key Responsibilities:
  • Ensure timely resolution of operational issues and maintain service excellence.
  • Build and maintain strong relationships with key stakeholders.
  • Coordinate with internal teams to manage service delivery and escalate issues promptly.
  • Develop and implement Service Level Agreements (SLAs) with clients, ensuring clear documentation and alignment of expectations.
  • Schedule and prepare for client due diligence visits and other external audits.
  • Create and distribute detailed monthly reporting packs, including KPI data and incident logs, to clients and internal teams.
  • Review fund documentation and assess regulatory impacts on service delivery.
  • Collaborate with internal departments to ensure compliance with regulatory changes and best practices.
  • Analyze trends to identify recurring issues and propose process improvements to enhance efficiency and customer experience.
Benefits

This role offers opportunities for professional growth and development in a dynamic environment. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.



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