Associate Client Manager

COMPANY

Investment Scorecard (a business unit of Informa Investment Solutions) is the nation's leading provider of outsourced, investment performance reporting for financial institutions. The company calculates investment performance on more than $200 billion in assets and helps hundreds of institutions and thousands of wealth advisors demonstrate their value to their clients.  Specifically, Investment Scorecard receives portfolio data directly from the financial institutions, supplements the information with 3rd party data sources and integrates everything into a variety of in-depth, objective performance reports and web access tools for clients.

 POSITION SUMMARY

The Client Services team is tasked with providing high quality service to the client and in doing so maximizes the value of the SCORECARD™ product.  Associate Client Managers play a critical role in accomplishing this mission. They act as points of contact in addressing client-specific requests and issues.  They organize, manage, and execute cross-department client-related projects of critical importance to the long-term relationship with the client.  Through product education, timely and accurate request/issue resolution, and feature benefit communication, Associate Client Managers are tasked with the responsibility of maximizing our client’s product and service satisfaction, ultimately retaining our current and future client base.  

 

As with any rapidly growing company and team, the job description of the Client Manager is constantly evolving.  An Associate Client Manager’s success is based on their initiative, ambition, flexibility, and willingness to learn.   A positive, hardworking attitude is a prerequisite for the position. 

 PRIMARY DUTIES AND RESPONSIBILITIES

·         Request/Issue Resolution - Provide daily support, data issue resolution, and special request processing for clients.

·         Client Communication - Act as the main point of contact for client-related issues, both internally and externally.

CONSULTATIONS

Associate Client Managers have a tremendous amount of consultations with a number of different departments within Investment Scorecard.  The departments that Client Services will have the most interaction with are:Account Management – Works closely with Account Management when dealing with sensitive projects or clients.  Client Managers have the responsibility of keeping the Account Manager apprised of any events that may impact the relationship.Data Management – Works closely with Data Management to ensure the timely resolution of data or file issues.Professional Services – Works closely with the Professional Services team and acts as the client liaison for the completion of any special projects within Professional Services’ queue.Client Initiation – Works closely with Client Initiation to ensure the proper transition of clients into Active status.Development – Works closely with Development to insure the resolution of requests requiring their involvement.DESIRED QUALIFICATIONSEducation - 4-year college degree required.Positive Attitude – An ability to remain positive and focused in a fast-paced, ever-changing environment.Financial Services Knowledge - A basic understanding of investment securities.Communication Skills - Strong verbal and written communication skills.

·      Interpersonal Skills - Superb interpersonal and relationship-building skills.Technology - A working knowledge of Microsoft Office applications.Organizational and Multi-Tasking Skills - Exceptional organizational and problem-solving skills.Responsibility and Initiative - An ability to work independently in an efficient and responsible manner.Teamwork - Experience working effectively with others in a team setting.Flexibility & Ambition - Desire to work for a company where individual contributions have significant impact on the success of the company as a whole.Work Ethic – Willingness to put in long hours to complete projects on time.