Client Relationship Manager

Role Overview

The Client Relationship Manager is a key link between operations teams and clients, responsible for ensuring customer satisfaction and growing client portfolio revenues. The role requires excellent communication skills and a deep understanding of clients' strategies and goals.

What You Will Do

Develop a deep understanding of clients' strategies and goals, maintain existing client book, and ensure revenue growth through high-standard service delivery and identifying growth opportunities.

Why It Might Be a Fit

This role is suitable for individuals with an operational background and a client-facing mindset, who can grasp customer needs quickly and deliver outstanding client service.

Requirements

• Bachelor's degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)
• 10+ years of experience in client-facing roles within fund administration, fund accounting, or financial services
• Strong knowledge of fund structures, NAV calculation, financial reporting, and investor services
• Familiarity with fund accounting systems such as Advent Geneva, Investran, or similar platforms
• Exceptional interpersonal and communication skills with a client-first mindset
• Strong project management, problem-solving, and organizational skills
• Ability to manage multiple priorities and work across functional teams
• Experience working with hedge funds, private equity, or institutional clients preferred

Benefits

• Market competitive variable uncapped compensation based on performance
• Four days in office requirement
• Additional market competitive variable uncapped compensation based on performance