Responsibilities Build relationships with key decision-makers at designated clients as a framework for implementing BD strategies.
Establish and maintain clear communication channels with designated clients and have thorough understanding of client issues, wants and needs.
Develop and maintain Client Plans setting out our approach to maximizing revenue growth opportunities with each client through up-sell and cross-sell.
Responsible for engaging our internal legal team and overseeing the completion of all clients legal documents and agreements including fee agreements, Service Level Agreements, fee quotes, Administration Agreements etc.
Review of the Service Level Agreement (SLA) against services provided.Ensure that the core Business data to support all aspects of our services are kept up to date and relevant to the designated Client portfolio.
Actively monitor and identify key areas and ensure operations team have appropriate remediation plans in place to address these.Tasks To be the client's point of escalation for significant or repeat service issues and lead the initiation of and management of any remediation plans.
Act as the key escalation point for several high-profile client engagements, fostering a close working relationship with the key decision makers and influencers.
Engage in the 'difficult conversations' where necessary around fees, service level agreements or any other aspects within their span of responsibility.
Understand the full breadth of services offered by IQ-EQ and clearly identify and pursue opportunities to provide additional services to their client base.
Develop an internal network within IQ-EQ to facilitate purposeful conversations in all cross-sell opportunities.Collaboratively engage with peers across Client Services to facilitate both knowledge share, understanding shared challenges as well as the achievement of the overall objectives for the function, encouraging the same at all levels throughout the function.
Attend internal error meetings as required and communicate remediation plans to client.Recognised accountancy qualification (ACCA, CIMA or ACA)5+ years PQE5+ years working in the private equity fund accounting / administration sector.
Strong experience managing Client Relationships/Accounts and internal client stakeholders.Company Description IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery.
We support fund managers, global companies, family offices and private clients operating worldwide.