VP, Head of Client Services

JOB SUMMARY / INTRODUCTION

• Act as the primary point of contact for FAB AM clients, managing day-to-day inquiries and ensuring delivery of a high standard of service across all touchpoints.
• Coordinate client onboarding, account maintenance, and reporting processes to ensure seamless experience and adherence to FAB AM service standards.
• Collaborate with Relationship Managers, Portfolio Managers, and Operations teams to resolve client requests and ensure service-level agreements are consistently met.
• Monitor client satisfaction metrics and proactively identify opportunities to enhance service delivery and strengthen client relationships.
• Live and demonstrate the FAB AM values.

KEY RESPONSIBILITIES

• Strong interpersonal and communication skills with a client-centric mindset.
• Deep understanding of asset management products, operational processes, and client lifecycle management.
• Proven ability to manage multiple client relationships and deliver under pressure.
• Attention to detail, problem-solving orientation, and commitment to service excellence
• Manage client queries, instructions, and documentation with accuracy and efficiency
• Ensure timely and accurate delivery of reports, statements, and account updates
• Escalate complex cases to relevant teams and follow up on resolution
• Contribute to continuous improvement initiatives to enhance overall client experience

REQUIREMENTS / QUALIFICATIONS

• Client servicing and relationship support
• Client onboarding and KYC
• Service KPIs and SLA tracking
• Client query and issue management
• CRM and client data maintenance
• 10-15 Years of Experience