VP, Head of Client Services

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JOB SUMMARY / INTRODUCTION

Act as the primary point of contact for FAB AM clients, managing day-to-day inquiries and ensuring delivery of a high standard of service across all touchpoints.
Coordinate client onboarding, account maintenance, and reporting processes to ensure seamless experience and adherence to FAB AM service standards.
Collaborate with Relationship Managers, Portfolio Managers, and Operations teams to resolve client requests and ensure service-level agreements are consistently met.
Monitor client satisfaction metrics and proactively identify opportunities to enhance service delivery and strengthen client relationships.
Live and demonstrate the FAB AM values.

KEY RESPONSIBILITIES

Strong interpersonal and communication skills with a client-centric mindset.
Deep understanding of asset management products, operational processes, and client lifecycle management.
Proven ability to manage multiple client relationships and deliver under pressure.
Attention to detail, problem-solving orientation, and commitment to service excellence
Manage client queries, instructions, and documentation with accuracy and efficiency
Ensure timely and accurate delivery of reports, statements, and account updates
Escalate complex cases to relevant teams and follow up on resolution
Contribute to continuous improvement initiatives to enhance overall client experience

REQUIREMENTS / QUALIFICATIONS

See also