Client Relationship Manager

🕒 Yesterday

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Softcard (acquired by Google)

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

Softcard, the joint venture created by AT&T Mobility, T-Mobile USA and Verizon Wireless, has developed an open and comprehensive mobile commerce platform. By utilizing near field communication (NFC) technology, the Softcard eliminates the need to carry cash, credit and debit cards, reward cards, coupons, tickets and transit passes. Softcard will fundamentally change the way consumers shop, pay and save by offering an enhanced, more convenient and more personal experience – all with the tap of a phone.

📋 Description

• Serve as the primary point of contact for clients, proactively managing day-to-day activities and building strong, long-term relationships • Maintain consistent engagement with Strategic Account Managers and clients to understand needs and identify opportunities for Invesco • Support pre- and post-sale processes, including the RFP lifecycle, presentation development, and business development efforts • Partner cross-functionally (legal, compliance, trading, product, etc.) to coordinate client needs and deliver operational support • Deliver comprehensive client service, including timely inquiry resolution, responding to auditors/consultants, ensuring compliance with internal procedures and contractual terms, verifying client eligibility, and tracking outstanding invoices • Prepare monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals • Communicate, document, and escalate significant client issues as appropriate • Contribute to client-focused projects, regulatory initiatives, travel for meetings/conferences as needed, and recommend and implement improvements to team processes, training, and infrastructure

🎯 Requirements

• 5–7 years of asset management experience, including client relationship management, client servicing, and/or project management • Bachelor’s degree required; Series 7 and 63 licenses; CIMA, CFA, or CFP designations preferred • Strong client service orientation with proven skills in responsiveness, issue resolution, root cause analysis, and process improvement • Proven ability to manage complex client relationships and maintain a deep understanding of client expectations • Demonstrated ability to drive accountability and ownership across internal stakeholders in a cross-functional environment • Excellent interpersonal, relationship-building, and influencing skills with strong written and verbal communication abilities • Strong analytical, problem-solving, and detail orientation, with a results-driven, accountable, and highly motivated work ethic • Strong organizational, planning, and multitasking skills with the ability to manage priorities, adapt to change, apply investment management knowledge, understand firm capabilities, operate in a regulated environment, leverage Salesforce and Microsoft Office tools, and communicate effectively across teams; French language proficiency a plus

🏖️ Benefits

• Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan