About this role
As an IMOS Service Delivery Vice President in Client Account Services (CAS) , you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.
The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements.
We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.
Job responsibilities
- Primary point of contact responsible for the end-to-end client experience and satisfaction for account reference data requests
- Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3 rd Parties and Closures
- Relationship Management - Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience
- Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management
- Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model
- Lead client and internal calls to drive implementation deliverables and issue management
- Manage & deliver reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates
Required qualifications, capabilities and skills
- Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows
- Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
- Experience in leading a regional team with links to global model
- Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling
- Logical analysis of complex problems to drive resolutions against daily SLAs
- Detail orientated and able to challenge and improve current operating practices
- Strong Microsoft Office skills and excellent written and oral communication skills
Preferred qualifications, capabilities and skills
- Experience or knowledge in Middle Office functions
- Background of business improvement and optimisation of operating practices
- Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills
- Demonstrated ability to work in a team environment, and ability to adapt to a changing environment