Act as the primary point of contact for FAB AM clients, managing day-to-day inquiries and ensuring delivery of a high standard of service across all touchpoints
Coordinate client onboarding, account maintenance, and reporting processes to ensure seamless experience and adherence to FAB AM service standards
Collaborate with Relationship Managers, Portfolio Managers, and Operations teams to resolve client requests and ensure service-level agreements are consistently met
Monitor client satisfaction metrics and proactively identify opportunities to enhance service delivery and strengthen client relationships
Live and demonstrate the FAB AM values
KEY ACCOUNTABILITIES
Strong interpersonal and communication skills with a client-centric mindset
Deep understanding of asset management products, operational processes, and client lifec...
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