CLIENT SERVICES TEAM MANAGER
IQ EQ Consultants (Singapore) Pte. Ltd.
Hong Kong, Hong Kong
1天前

Responsibilities :

  • Responsible for overseeing the smooth running of relationship with designated client portfolio
  • Ensuring that work is appropriately allocated across your Client Services Team both to meet client deadlines and provide development opportunities for individuals within the team
  • Ensuring that your team members receive constructive support and are trained adequately to carry out their role effectively
  • Assist and resolve technical and operational issues raised by the Client Services Accountant
  • Assist in review of designated client accounts and for other teams as required
  • Oversight of all fees billed to ensure they are raised accurately and to ensure these are collected swiftly by Accountants
  • Assist on project work as required.
  • Assist on new business take on, attending initial meetings as required and contributing to fee quotes and SLA completion
  • Actively identify ways of improving the efficiency and minimising the risk to the company
  • To be a role model to all Client Service staff
  • Tasks / Duties : Client Delivery

    Client Delivery

  • Manage team (in particular Client Service Accountants) to provide a quality service to the Team’s clients
  • Ensure Accountants are managing work and resources to hit deadlines as per quarter end timetables. Ensure internal procedures on reviews are followed
  • Ensure all reviews completed by your team are completed to acceptable company standards
  • To be the first point of escalation for client issues and to ensure these are effectively managed through to resolution.
  • Ensure direct reports are managing work and resources to hit deadlines as per quarter end timetables
  • Ensure SLAs are developed, implemented and agreed with clients
  • Have oversight of the audit process and tax reporting process, ensuring that both are completed smoothly for designated clients
  • Understand fund lifecycle including carried interest models.
  • Ensure Accountants are maintaining regular contact with clients through regular phone calls and emails
  • Management of Team

  • Responsible for managing 10-15 staffs
  • Delegate appropriate levels of work to ensure staff are fully utilised
  • Ensure that Team is working at 100% capacity, reviewing team’s work allocation for areas of spare capacity
  • Plan workloads and utilise support team / additional resources where necessary to ensure deadlines are achieved
  • To be the first point of escalation for all technical queries raised by team Accountants
  • Developing Accountants’ technical skills to ensure they have a clear understanding of all technical aspects of their clients
  • Ensure Accountants are training their staff in all technical and operational client areas
  • Develop Accountants’ ability to evaluate their team for areas of improvement (productivity and risk control) and spare capacity
  • Manage team holiday approval (in consultation with CS Accountant where applicable)
  • Prepare quarterly report detailing progress of team for board report
  • Conduct appraisals, agree Personal Development Plans and set objectives of direct reports in agreed timescales. To ensure this is also met for all team members
  • Actively participate in the succession planning process with Associate Director
  • Proactively identifying areas of departmental improvement and escalating to line manager suggesting appropriate courses of action
  • To understand the strategic direction of the department and implementation of associated plans and projects
  • Plan for continuity, ensuring that the department has strength in depth to cover for any absence of staff
  • Fee Management

  • Ensure Invoice cycle (including authorisation and collection) is efficient and completed within agreed timeframes
  • To actively look for additional value added services and additional revenue opportunities for the company
  • Mebill completed accurately and daily, responsible for checking that direct reports are also completing Mebill for all hours worked and recording ahoc time for billing purposes
  • Monitor overdue debtors and followup any outstanding invoices outside of the agreed payment terms.
  • Systems

  • Understand and use best practice on Investran, Reporting Services, understand Active Templates and data structure
  • Ensure team members using ART appropriately to produce accounts
  • Contribute to developing Investran Standard Reports and other systems to improve efficiency and reduce manual reporting
  • Personal Development

  • Agree personal development plan with line manager including dates of review and act upon accordingly
  • Risk

  • Review operational processes for areas of improvement and inefficiency. Escalating such areas and suggesting remedial measure
  • Ensuring all checklists and procedures are followed at all times
  • Ensuring client checklists are appropriately tailored for client specific risks
  • Report any breaches, complaints or errors to Line Manager and Compliance officer promptly. Ensure compliance report is updated on a timely basis
  • Ensure action points from Internal Audit and error reports are completed by required deadlines
  • To ensure a strong culture exists within the team to correctly follow all procedures and checklists
  • Resolve client issues swiftly and effectively to minimise financial or reputational risk to the company
  • Qualifications and Experience Required for this Role

    Essential

  • At least 4 years post qualified Accountant or qualified by experience
  • Strong knowledge of Private Equity Industry and Fund Administration Sector
  • Strong Excel skills including understanding best practices in reviewing financial models
  • Experience of managing staff and conducting appraisals
  • Experience in preparation and review of Financial Statements with notes in US GAAP / IFRS / HK & Singapore GAAP
  • Experience of providing services to multiple clients and managing client relationships
  • Excellent organisational, prioritisation and interpersonal skills
  • Experience of managing trainee accountants
  • Experience in developing individuals up to the standard required of a Client Services Accountant
  • Proven communication skills with Senior Management and other internal departments
  • Can do’ attitude, ability to cope with tight deadlines, working under pressure and lead by example
  • Desied

  • Knowledge of Investran
  • Advanced Excel skills including Pivot Tables and data manipulation
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