Strategic Client Manager
3 days ago
We are seeking a highly skilled and experienced Director of Account Servicing to lead our team of professionals in delivering exceptional client service. As a key representative for IPS Group, you will be responsible for overseeing the account servicing team and implementing initiatives to enhance the client experience.
About Us
Our client is an International Broker with a global presence, specializing in serving Ultra-High-Net-Worth individuals through partnerships with financial institutions and advisory firms.
Key Responsibilities
- Manage and lead the account servicing team to ensure high standards of service delivery.
- Develop and implement strategic initiatives to improve the overall client experience.
- Establish and refine processes to enhance efficiency, accuracy, and responsiveness.
- Ensure adherence to internal policies, industry best practices, and local regulatory requirements.
- Mentor and motivate team members to foster a high-performance culture.
- Conduct performance reviews and provide strategic direction to maximize team potential.
- Collaborate with internal teams and external partners to optimize service efficiency.
Requirements
- Bachelor's degree or above in Finance, Insurance, Business Management, or a related field.
- 10+ years of experience in financial services, with a strong background in HNW client servicing.
- Proven leadership experience in managing client service teams.
- Strong knowledge of regulatory frameworks and compliance requirements.
- Excellent communication, stakeholder management, and problem-solving skills.
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