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About the role
Key responsibilities & impact- Manage the IMD/client portfolio through a ‘net’ perspective ensuring profitable growth opportunities minimise any portfolio loss or re-pricing
- Maintenance of a detailed IMD/client Account Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 18-month plan
- Wide ranging engagement with colleagues in the ACD and across the Group
- Continuously broaden our connectivity across the IMDs/clients’ business and across the C-suite to ensure we are viewed as a partner integral to their business model
- Constantly explore and develop Waystone’s upsell opportunities
- Identify x-sell opportunities for Waystone Group where the ACD has the lead relationship
- Lead semi-annual/annual Strategic Relationship Review (SRR) process lining up executive team members from both organisations to review IMDs/clients’ strategic plans and our response
- Co-ordinate the ‘client team’ approach ensuring full knowledge of all IMD and client initiatives and issues
- Hands on engagement in issue resolution as part of the escalation process beyond the day to day
- Work closely with Client Services ensuring clients expectations are fully understood
- Work collaboratively with Key Account Managers (KAM) on KAM clients
- Responsible for communicating relationship issues to senior management teams across Waystone and leading our response to the IMD/client
- Provides client feedback on product functionality and future trends to senior management
- Negotiates fee agreements within agreed profitability parameters
- Maintenance of all critical information including Salesforce, contact management and call reports
Requirements
What you’ll need- Minimum 6 years’ experience in an investment funds environment
- Client facing background with outstanding presentation skills and problem solving attitude
- Knowledge of current UK funds legislation
- Operational knowledge of fund administration to ensure clear understanding of the processes involved in the Transfer Agency and Fund Accounting departments
- Experience with Microsoft Office including excellent Excel skills is desirable
- Candidates must have excellent English language skills, excelling in both written and oral communication with clients
Benefits
Comp & perks- Health insurance
- Professional development opportunities
- Flexible working hours
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fund administrationTransfer AgencyFund Accountingpresentation skillsproblem solvingSalesforceExcel
Soft Skills
client facingcommunicationcollaborationissue resolutionstrategic planning