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Strategic Client Relationship Manager
3 weeks ago
Sr. SME/ Account Manager page is loaded. The role of a Sr. SME/ Account Manager is to oversee the end-to-end client experience for assigned clients.
They are responsible for being client experts and CWAN experts, championing their client's success at CWAN. This involves working closely with client onboarding, product support, and technology teams to deliver value-added solutions and a world-class experience for our clients.
Key responsibilities include ensuring client BAU activities are in good order, managing client profile details in a centralized CRM tool, acting as an escalation point and subject matter expert for any client issues, and working closely with various teams to deliver cohesive solutions.
What You'll Do:- Ensure client's BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues.
- Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships.
- Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution.
- Work closely with client onboarding, product support, and technology teams to deliver cohesive solutions that follow industry and system best practices.
- Provide consultation on workflows and identify potential opportunities to expand relationship.
- Proactively monitor client health via scorecards and develop remediation plans when necessary.
- Conduct quarterly meetings with clients to obtain feedback on overall satisfaction.
The ideal candidate will have 5+ years of relevant industry experience or 3+ years of CWAN platform experience. They must hold a Bachelor's degree in Finance, Accounting, Economics, Financial Math, or related fields. Strong understanding of investment management workflows and operations is also required.
Candidates should be organized, motivated performers who are willing to learn technical and operational competencies. They must be able to cultivate and foster strong relationships with key client stakeholders and possess excellent written and verbal communication skills.
Collaboration and team building skills are essential, as well as the ability to manage competing priorities and plan systematically. Strong problem-solving skills and execution focus are also required.
BenefitsWe are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply.
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We want to assure you that we are committed to making our workplace truly diverse and inclusive.
OthersFor more information about this role, please contact us.