Client Relation Account Manager

About the team

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

What you will be doing

• Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of the client relationship, and the delivery of the outsourced solution.
• Serves as the primary management contact and client liaison during delivery of an outsourced solution, whether it is an IT solution or a business process outsourced solution and regardless of the clients geographic location. Maintains contact with client at an executive level, focusing on the strategic nature of the relationship. Represents the enterprise to the client and the client to the enterprise.
• Responsible for client satisfaction, maintaining client communication, overall management of the client relationship and delivery of outsourced solution.
• Oversees and leads teams in delivery of continuous and effective outsourced solutions and ensures project completion within budget and in accordance with contract requirements.
• Works to maintain and grow client relationships while ensuring ongoing customer service.
• Develops deep knowledge on FIS solutions and services provides thought leadership.
• Manages technical engagement on projects and is responsible for oversight of vendors and subcontractors.
• Leads teams in the delivery of outsourced solutions to the strategic client. Selects, develops and evaluates personnel to ensure efficient operation of the function.
• Identifies areas where continuous improvement can be applied, implements the change and measures the level of improvement
• May provide guidance and/or mentoring to less experienced Customer Service Associates - Consumer.
• Other related duties assigned as needed.

What you Bring

• Proven knowledge to represent the enterprises entire range of products to the client and of the industry
• Proven track record in client relationship management, service delivery and/or the sales of technology products and services
• Financial institution experience or comparable proven sales-marketing-consulting-support background with strong financial industry and data processing knowledge
• Broad understanding of the financial and strategic aspects of the business and participates in and/or establishes initiatives that contribute to the overall success of the enterprise; may also participate in initiatives that contribute to the overall success of the clients business
• Excellent negotiation and presentation skills that ensure contract renewals, a track record of product and revenue growth, and high levels of customer satisfaction
• Displays strong oral, written and interpersonal communication skills to effectively manage and/or implement all phases of projects and tasks within the enterprise and with its clients.
• Exhibits a high degree of initiative and analytical skills to handle and solve complex problems with minimal impact to the enterprise and the clients
• Viewed as an expert resource by peers and coworkers, maintains a good working relationship with both internal and client management and has a thorough internal working knowledge of the enterprise
• Demonstrates the ability to lead by example and motivate professional level staff
• Displays strong leadership qualities, decision making abilities, and strong business judgment
• Possesses strong personnel management skills
• Qualifications: Graduate (science/analytics preferable)/MBA

Added bonus if you have:

• Certification in Delivery practice: PMI-PMP/SAFE Agile
• Transfer Agency Experience
• Delivery Management Experience.