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Institutional Client Service Manager

Phaxis
  • NY, NY
  • $115,000
  • Instant Apply
1 day ago
Phaxis

Job Description

A growing financial services organization is seeking a client-focused professional to manage relationships with key institutional clients. This role partners with sales, operations, technology, and other internal teams to resolve operational issues, improve service delivery, and enhance the overall client experience. Key Responsibilities

  • Build and maintain strong relationships with key clients, ensuring a high standard of service.

  • Coordinate with front-office, operations, technology, and internal stakeholders to address client needs.

  • Monitor pre-trade and post-trade activity, proactively identifying and resolving operational issues.

  • Prepare client presentations, service metrics, and management reporting.

  • Lead cross-functional projects focused on process improvements, technology enhancements, and service delivery.

  • Monitor industry trends and regulatory developments impacting clients.

  • Support clients exploring technology and AI solutions to improve post-trade operations.
Qualifications

  • Strong client relationship management and communication skills.

  • Experience within financial services, capital markets, or operations preferred.

  • Excellent organizational, analytical, and problem-solving abilities.

Numbers & Facts

LocationNY, NY
IndustryStaffing/Employment Agencies
Salary$115,000
Company Size50 to 99 employees
Year Founded2002
Websitehttps://phaxis.com/

About Company

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.

Skills

  • Analysis Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Capital Marketsunmatched
  • Communication Skillsunmatched
  • Cross-Functionalunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Service Managementunmatched
  • Financial Servicesunmatched
  • Industry/Trade Analysisunmatched
  • Management Reportingunmatched
  • Metricsunmatched
  • Operational Improvementunmatched
  • Organizational Skillsunmatched
  • Partner Salesunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Improvementunmatched
  • Regulationsunmatched
  • Relationship Managementunmatched
  • Resolve Customer Issuesunmatched
  • Sales Operationsunmatched
  • Sales Presentationunmatched
  • Service Deliveryunmatched
  • Technical Operationsunmatched
  • Technical Supportunmatched

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