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Account Manager Client Service

Robeco

Robeco

Customer Service, Sales & Business Development
Rotterdam, Netherlands
Posted on Monday, January 22, 2024

Department

Client Services, part of the Client Onboarding & Services department, situated in Rotterdam is providing a high level of service to our clients in order to help create high quality global relationships, increase client satisfaction, retain revenues to the firm and increase assets under management from current assets. We ensure all activities of the firm are performed to the clients’ satisfaction and in keeping with client’s Investment Guidelines, Compliance/Regulatory requirements and comply with our control frame work. We are dealing in partnership with global sales offices with existing clients to enable the sales staff to focus on generating new business.

Position & Requirements

Your role

The Client Service Manager is primarily responsible to service the client’s needs by phone, mail,

personal contact and/or together with the Relation/Sales Managers. We expect the Client Service Manager to really add value in the chain between the client and Robeco and therefore need a self-confident and strong

sparring partner for our clients and stakeholders.

  • partner and collaborate with key stakeholders in Global Sales and Account Management teams
  • optimize client servicing processes to ensure client satisfaction for our clients
  • oversight on our third party fund providers, e.g. JPMorgan as our transfer agent
  • coordination the onboarding of new direct fund clients and fund distributors
  • monitor and ensure that all commitment towards our clients are fulfilled
  • ensure the response to daily, informal ad-hoc client enquiries & requests on diverse service matters
  • identify process improvements on e.g. client onboarding, contract management, subscriptions and redemptions, report distribution, support to sales and client relations teams globally

Requirements

  • 5-10 years of relevant full-time work experience, preferably within Client Services team
  • Academic or Bachelor’s degree in Business Administration or related business or financial field preferred
  • In-depth knowledge about asset management and in particular Fund Distribution
  • Understanding of the worldwide distribution of mutual funds through fund platforms
  • Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure
  • Ability to work accurately to tight deadlines.
  • Strong communication skills
  • Possession of strong analytical skills, detail-oriented while remaining pragmatically minded
  • Proactive and able to work independently and as part of a team.
  • Capable of working in a fast paced and expanding environment.
  • Have a true global mindset; sensitive for cultural differences

Offer

We offer an impactful role within an organization that is expanding globally, flexible working

and stimulates personal development. For this position, you will be stationed at our Rotterdam office.

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

Robeco Recruiting Team