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Specialist, Client Servicing Demand Manager, HFS

Tempe, AZ · Accounting/Finance
About the Company:
The company has worked hard for more than a century to build a legacy of outstanding service, expertise, and integrity. From their roots as a trust bank to a global presence today-- with nearly 20,000 employees across the United States and worldwide-- their foundation of strength and stability helps clients grow with confidence. 

They are proud to be recognized for their ethical and inclusive culture. Ranked #1 for Best Employers for Diversity 2018 by Forbes, and part of the Top 50 Company for Executive Women by NAFE (2018-- for the 8th consecutive year). 

Position Overview: 
Responsible for service and delivery to one or multiple clients within their area of specialization (Back Office – fund accounting, investor accounting and investor services) by facilitating efforts of the Back office business teams and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution, and effectively communicating client concerns/needs to partners.

  • Ensures and maintains client service levels to dedicated client(s) by ensuring the timely and accurate delivery of reports/information, attends operational meetings both internally and externally with key client(s).  Proactively communicating any delays internally and externally and managing timeline accordingly.
  • Monitor performance to ensure the team is adhering to the client(s) Service Level Agreement(s). Attend operational meetings both internally and externally with key clients
  • Cultivates and maintains working relationship with Relationship Managers, change management, Back office and other interdependent teams to ensure client service needs are met
  • Acts as the key client contact within area of expertise and follows up on day-to-day client queries and issue resolution
  • Responsible for coordinating and communicating internal and external resolution to address service issues as and when they arise
  • Provides technical expertise for new or complex products/services and oversees the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs are met
  • Provides management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients
  • Assists client, partners, and staff with complex problem resolution
  • Role is balanced between high level operational execution and development, execution of strategic direction of business function activities and program management of client initiatives
  • Maintains risk management and compliance programs and activities for their assigned group

Knowledge, Skills, & Abilities:
  • Seasoned multidisciplinary expert with extensive technical and business knowledge and functional expertise (e.g.  Fund Accounting, Investor Allocations, Investor Services, )
  • Operates independently; has in-depth knowledge of business unit / function.
  • Excellent oral and written communication skills are required
  • Analytical and problem solving skills is required
  • Highly flexible and adaptable to change
  • Technical skills / systems knowledge (e.g. Financial Reporting) is required
  • Client Service Focused

Required Qualifications: 
  • A minimum of 10+ years’ experience with Investment Management and/or Financial Services; Hedge Fund specific a plus
  • CPA designation a plus
  • Bachelor’s degree with emphasis in Accounting, Master’s degree a plus
  • Big 4 public accounting experience or consulting experience a plus 

Kat Forester
ProEnlist, LLC

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