• Green Key Resources
  • $175,290.00 -175,290.00/year*
  • Jersey City , NJ
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 10 Bayside Terrace

Job Description

Client Relationship Management:
Think strategically & assess potential impact on operational capacity when assessing client (internal/external) requirements
Understand current client needs/strategies & anticipate future client needs
Deliver innovated solutions to clients
Develop & sustain client relationship by initiating communication on a regular basis, both by telephone & in person
Respect client confidentiality & sensitivity of information shared
Keep customer (internal/external) informed of trends & issues relevant to their services

Client Servicing:
Maintain a pro-active customer focus at all times
Constantly review client utilization of deliverables; eliminate unnecessary service where appropriate
Enhance current servicing levels, deliver beyond client expectations
Develop & implement best practice on all processes; eliminate non-value-added tasks
Monitor internal service delivery levels against established standards (contractual Service Level Agreements)
Establish & document business contingency plans for all areas of responsibility
Facilitate new business installations, managing all phases ensuring timely & accurate completion

Financial & Risk Management:
Budget preparation & in managing costs within the department
Ensure full adherence & implementation of the corporate & local risk policy, manage & minimize claims
Ensure all control procedures & internal reporting requirements are met
Assess & monitor the operational risks in the department
Monitor risk reporting to ensure adherence to departments procedures

Leadership Skills:
Set challenging team goals & empower people to achieve them
Keep people focused on critical goals & deadlines through frequent & consistent communication
Motivate people by creating a high performance environment that is both challenging & exciting
Promote & support change initiatives within the business
Actively contribute to corporate initiatives as part of the management team

Private Equity experience
Keep up to date on legislative requirements and standards
Be acutely aware of changing market, impact on existing and potential client base
Gain detailed knowledge & understanding ofproducts, policies and procedures
Participate in projects that will enhance the delivery of service to our clients, as well as offer opportunity for staff & self-development
Participate in organizational strategic initiatives


Ability to manage all aspects of a team and/or teams leadership, coaching, recruitment, team building, problem resolution, motivation, training & development of staff & managers
Good liaison skills across all levels of the organization
Extensive experience in all aspects of client servicing

A solid understanding of the finance industry and financial markets
Previous experience gained within an Investor Relations/Unit Registry environment, would be ideal

Associated topics: chief financial officer, controller, director, director finance, finance director, general manager, general operational manager, general operations manager, president finance, senior director

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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