Sr. Subject Matter Expert
13 hours ago
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
- Ensure clients are successful in meeting their goals with CWAN and are in a referenceable state
- 5 years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 3 years of CWAN platform experience
- Bachelor's degree required - Finance, Accounting, Economics, Financial Math or related fields is preferred.
- Strong understanding of investment management workflows and operations
- Organized, motivated performer; willing to learn technical and operational competencies
- Ability to cultivate and foster strong relationships with key client stakeholders
- Capable of independently managing clients with effective written and verbal communication
- Strong collaboration & team building skillset
- Ability to manage competing priorities and competent in planning systematically
- Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
- Very strong execution and delivery focus - gets things done
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