Client Relationship Manager

About the role

As a Client Relationship Manager, you will serve as the primary point of contact for clients, building strong, trusted relationships and ensuring a consistently high standard of service delivery. You’ll take a proactive approach to understanding client needs, providing guidance on platform capabilities, and identifying opportunities to enhance their experience and operational efficiency.

Key Responsibilities

• Serve as the primary point of contact, maintaining a strong and professional relationship.
• Regularly engage with clients to understand their evolving business needs and identify opportunities for additional services.
• Provide training to clients to understand and engage with the Opus technology platform ensuring adoption with new tools and functionality.
• Prepare for and lead regular client health check meetings and calls.
• Monitor and oversee timely delivery of all services.
• Proactively engage with internal departments, such as inputs, fund accounting, compliance, and investor relations, to pre-empt servicing issues.
• Escalate critical matters to senior management as required and follow through on resolution.
• Collaborate with internal teams to ensure alignment on client objectives and priorities.
• Act as a liaison between clients and operational teams to clarify expectations and manage workflows.
• Provide insights into market trends, regulatory changes, and best practices relevant to hedge fund operations.
• Advisory clients on optimizing processes and leveraging technology to enhance operational efficiency.
• Champion client needs within the organization, ensuring a client-first approach.
• Develop and implement strategies to strengthen client satisfaction and retention rates.

Key Qualifications & Competencies

• Bachelor’s degree in a relevant business field
• 5+ years of experience in a similar industry or client‑facing role
• Excellent communication and interpersonal skills, with the ability to build client relationships and communicate clearly across all channels
• Demonstrates confidence and a strong sense of urgency, able to prioritize and execute multiple client needs simultaneously while maintaining composure under pressure
• High level of customer empathy and service orientation, with the ability to support clients by phone and email and consistently follow through on commitments