The Client Services Manager has primary responsibility for the management of a portfolio of the Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts.
As the primary account representative, the CSM is responsible for servicing the overall client relationship within the assigned portfolio. This shall include the day to day oversight of the assigned accounts, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and administering debt issuance including various complex financing structures and services related to assigned corporate trust products.
The CSM will manage the relationships of assigned products, with the including syndicated loans, Securitisation and other fixed income products with active participation on products and services delivered. This role is responsible for addressing client issues proactively, efficiently and to the satisfaction of the client(s).
The CSM will work in close communication and collaboration with the Business Managers, Client Administration, Client and Business Development, Transaction management group as well as Business and Product Management to ensure the delivery of service excellence to our clients.
Key Roles & Responsibilities:
Transaction Administration and Control
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- Thoroughly review new transaction documents related to the most complex Corporate Trust accounts, clients and/or relationships to ensure that transaction can be supported within current operating model. Understand the administration requirements.
- perform and/or oversee all account administration activities.
- manage and oversee client inquiries, resolve situations independently and smoothly as they occur, escalate promptly where appropriate.
- participate in compliance reviews as required
Collaboration/Stakeholder Engagement/Oversight/Influence
- Work with Global Service Delivery and other groups within Global Client Solutions and related parties to monitor/control tickler compliance of assigned accounts.
- act as senior escalation point for the deal-related client/ counter party contacts.
Deal-level Relationship Management
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- Complete accountability for all service level aspects of the assigned client relationships for the deals that are administered.
- Ensure that clients receive an excellent service.
- Develop and maintain strong working relationships with other industry participants as applicable for assigned deal portfolio – e.g. law firms, institutional investors, investment bankers, custodians, lenders, borrowers etc
- Bachelor’s degree with at least 8-10 years of relevant experience in the financial services industry or Corporate Trust experience. Strong client servicing and communication skills, be able to able to manage tasks, meeting deadlines and have a high level of attention to detail.
- Product expertise in the syndicated loan / securitisation / fixed income highly regarded
- Understanding of the payments landscape for both domestic and international wires
Qualifications
- Bachelor’s degree with at least 8-10 years of relevant experience in the financial services industry or Corporate Trust experience. Strong client servicing and communication skills, be able to able to manage tasks, meeting deadlines and have a high level of attention to detail.
- Product expertise in the syndicated loan / securitisation / fixed income highly regarded
- Understanding of the payments landscape for both domestic and international wires
