Client Service Manager

**Overview**

The role of a Client Service Manager (CSM) is to deliver against Link Fund Solutions (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and service needs. Working as an integral part of the business, you will be responsible for delivering and facilitating client meeting and monitoring services of client transactions and growth for LFS business. This also includes additional business for existing clients such as new mandates, new funds (or classes / series within existing funds) and as needed vendor management to support our service offering.

**Key Accountabilities and main responsibilities**

Strategic Focus
- CSM’s are responsible for the premium delivery of services to LFS’s clients.
- Managing client expectations, negotiating service level agreements, account planning, cross selling and strategic initiatives.
- Building and maintaining strong working relationships with client contacts
- Managing client expectations
- First (and in some instances, the only) point of contact on all client matters
- Identification of revenue and service opportunities - new and existing clients

Operational Management
- Project management and support as needed.
- Constant and ongoing maintenance of the Link’s Clients & Contacts Database
- Report production on a weekly and monthly basis (e.g. statistics, end of month reports, billing and client fees)

People Leadership
- Project management and support as needed.

Governance & Risk
- Anticipating needs of top clients
- Meeting the needs of all clients
- Keeping abreast of the current industry related issues and trends

**Experience & Personal Attributes**
- Extensive relationship experience gained in financial services is essential, as is a proven track record of building productive relationships.
- An understanding - or the capacity and willingness to quickly gain and understanding - of the securities industry and associated regulatory and legislative environments.
- Custody services, fund administration, banking, stock broking or related finance industry experience
- Tertiary qualification in business / financial markets / securities industry
- 2+ years’ experience in a client facing role with Funds Management outsourced administration industry knowledge
- 5+ years’ previous experience in fund management/Custodial administration

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

We are a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services.

We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland, Luxembourg and Australia. With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors.

Our unique place in the market, combined with our partnership approach, depth of experience and well-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.