Institutional Client Service Manager

Phaxis; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Phaxis, a growing financial services organization based in New York, is seeking a client-focused professional to manage relationships with institutional clients. You will partner with sales, operations, technology, and other teams to resolve issues and improve service delivery.

The role emphasizes proactive issue resolution, client presentations, service metrics, and cross-functional process improvements, with opportunities to explore technology and AI solutions to enhance post-trade operations.

Qualifications

• Strong client relationship management and communication abilities.
• Experience in financial services, capital markets, or operations preferred.
• Excellent organizational, analytical, and problem-solving skills.

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.

Skills

Client relationship management

Communication skills

Financial services experience

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.