Account Manager Funds Vendor

Overview

You will manage day-to-day relationships for assigned financial clients, ensuring contract and SLA adherence while identifying growth opportunities. You will collaborate with the account management team to deliver excellent service, both internally and externally, and travel to UK client sites regularly. The role suits someone with fund operations or vendor account experience who can navigate complex client issues and communicate clearly. You’ll contribute to a technology-driven fintech environment focused on wealth and fund management.

Responsibilities

• Manage day-to-day client relationship activities for assigned accounts
• Oversee contract and SLA management
• Identify and pursue opportunities for client growth
• Collaborate with the account management team to drive service delivery
• Travel to client sites in the UK on a regular basis

Key requirements

• 1 year experience in Fund Operations or Vendor Account Management
• Experience managing relationships with financial clients (preferred)
• Strong problem-solving to resolve challenging client issues
• Excellent verbal and written communications with reporting experience
• Strong negotiation skills
• Analytical skills related to implementation of middle/back office systems or fund operations
• Ability to communicate ideas and solutions clearly
• Team player with ability to work independently and lead when needed
• Basic understanding of the system development lifecycle (release planning)
• Ability to translate technical changes for business use
• Flexible work approach
• Platform experience considered as a plus

• excellent communication
• negotiation
• problem solving
• fund operations systems
• back/middle office systems
• system development lifecycle (release planning)

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