VP Client Services Manager
BNY Mellon View all jobs
- Dublin
- Permanent
- Full-time
- Day to day oversight of the assigned Collateralised Loan Obligations (“CLOs”) and /or loan portfolios to ensure high Client Experience Levels
- Transaction Management: - Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on CLO and or loan Portfolio’s Performance, Monitoring of Service Level
- Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
- Lead and participate in Client Meetings, ensure minutes, and follow up items are closed out
- Develop strong working relationships with Front Office Relationship Managers
- Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
- Employee Development: Key role in training of support team on Client and deal specific requirements
- Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
- Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
- Partner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and escalate any concerns
- Minimum 5 years Corporate Trust or related financial markets/securities industry experience. and minimum 7 years financial services industry experience.
- Strong Client Management Experience
- Ability to review deal governing documents
- Experience in Loans (syndicated, bi-lateral, real estate) and CLOs very desirable
- Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
- Proactively monitor and manage the activities performed within our business partners outside of Ireland
- Ability to quickly address issues – strong decision making
- Financial Services Technical Skills
- Effective interpersonal, oral and written communication skills
- Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
- Proficiency in using Microsoft packages particularly Excel
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