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The AMS Client Service Officer position is a management role responsible for a team of client service representatives providing both relationship management and daily operational support to our asset manager clients. AMS Officer's are also responsible for their team's work allocation and oversight, process improvement strategies, training of new staff, problem resolution, and serve as an escalation point for external and internal clients.
Responsible for managing multiple external client / investment manager relationships.
Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
Responsible for managing a team(s) of client service representatives.
Responsible for strategic aspects of maintaining and growing long-term client relationships.
Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
Proactive identification of client needs and potential internal issues impacting client satisfaction.
Works closely with internal teams and clients to drive execution of initiatives.
Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
May be responsible for client retention and revenue expansion through existing services and cross sell.
Provides project management support for client related initiatives.
Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
Manages internal and client expectations.
Manages conversion and new client relationships with minimal input/contact from VP or SVP.