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 Client Service Supervisor: Fund Accounting

Details
Country: USA
Location: Massachusetts-Boston Boston, MA 02101
Total applied: 12
Client Service Supervisor: Fund Accounting

86595 Rapidly expanding financial services company in Boston is looking to for a talented Client Service Supervisor. Responsibilities: Handle and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts. Coordinate and follow up on client meetings and deliverables and ex hibit a sound understanding of firm products and services. Work closely with internal clients in Operations and Treasury and Markets to ensure timely resolution of client inquiries and improvement of service levels. Serve as a key point of contact for external clients with regard to daily servicing inquiries. Develop key internal relationships to proactively aid in the resolution of client issues. Ensure the accurate and timely valuation of accounting records and reports through analysis and review of fund accounting activities . Analyze validity of transactions for pricing impact to portfolio, escalating issues based on set tolerances. Respond to internal and external audit requests promptly and accurately. Ensure adherence to all established procedures and controls. Utilize relevant internal technological solutions to effectively and efficiently manage client inquiries. Identify ways to improve productivity and efficiency within the department. Assist in the coordination of new business and product implementations and conversions. Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks. Conduct annual performance appraisals and provide regular feedback based on goals for direct reports. Works closely with internal clients in Operations and Treasury and Markets Lines of Business to ensure timely resolution of client inquiries and improvement of service levels. Serves as a key point of contact for external clients with regard to daily client servicing inquiries. Qualified candidates will have a Bachelor's degree in Finance or Accounting and 3-5 years of Fund Accounting experience. To learn more about this position, please contact Jim Langan, Manager, Investment and Financial Services Division at 617-880-3223 (phone) and e-mail your resume to jlangan@winterwyman.com . If you are currently working with a Winter, Wyman consultant, please contact them directly about this job. If you are not currently working with a Winter, Wyman consultant, please contact the person who is listed above.

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