Svp, Client Services (Private Credit)

SVP, Client Services (Private Credit) Overview

• The SVP, Client Services (Private Credit) role offers a leadership opportunity in managing client portfolios within a global fund administration environment.
• Leverage deep expertise in private credit fund administration and investment operations to drive client satisfaction and operational excellence.
• Engage with sophisticated alternative investment clients, ensuring alignment with their business priorities and operational needs.
• Collaborate with internal teams across product, operations, and technology to deliver tailored solutions and outcomes.
• Represent the client organization across relevant products, services, and segments, building strong stakeholder relationships.
• Monitor client satisfaction, address service challenges, and identify opportunities for growth and product expansion.
• Join a globally recognized fund administrator offering stability and exposure to sophisticated investment clients.
• Contribute to strategic client planning and support the rollout of initiatives to enhance client engagement.

SVP, Client Services (Private Credit) Key Responsibilities & Duties

• Manage a portfolio of clients as the primary relationship contact or as part of a global account team.
• Develop and deliver client-ready solutions leveraging the organization’s global capabilities and resources.
• Prepare for client meetings, service reviews, and business reviews through effective planning and coordination.
• Capture client feedback and communicate emerging requirements to relevant internal teams.
• Identify opportunities for revenue retention, growth, and service enhancement within client portfolios.
• Act as the relationship lead during significant client issues or escalations, ensuring resolution and follow-up.
• Support the development and maintenance of client account plans and strategic initiatives.
• Engage with portfolio managers, CFOs, and operations leaders to address fund structures and operational challenges.

SVP, Client Services (Private Credit) Job Requirements

• Bachelor’s degree in Accounting or related field; CPA designation preferred.
• 10-15 years of experience in client service and relationship management within alternative asset management.
• Expertise in private credit structures, fund administration, and investment operations.
• Strong leadership, negotiation, and project management skills with attention to detail.
• Proven ability to manage complex client portfolios and deliver tailored solutions.
• Comprehensive understanding of loan lifecycle events, portfolio valuation, and investor reporting requirements.
• Ability to engage with senior stakeholders and address operational challenges effectively.
• Experience with IBOR and ABOR operating models, including complex accruals and fee calculations.