Client Service Specialist

Role:

• Provide Relationship Management and Account Management coverage to highly sophisticated clients (banks, institutional clients, hedge funds & asset managers) in the PB space

• Lead client meetings to evaluate performance, identify client needs and development requests, and manage the strategic client relationship

• Partner with Sales on commercial objectives through enablement/unblocking of revenue opportunities.
• Serve as the voice of the client in product development and support forums

• Create action plans to continuously improve service delivery and operational processes

Your expertise:

You have:
• strong client management experience and proven client service competencies

• excellent knowledge of the equity business and general market knowledge

• previous Prime Brokerage experience

• strong communication, presentation, and organizational skills, with the ability manage multiple client deliverables while balancing internal and external stakeholder demand

• a passion for delivering results for clients and working in a team setting

• drive, with ability to thrive in a high-paced environment in a consistently professional manner