Vice President, Client Service

Vice President, Client Service Overview

• The Vice President, Client Service role focuses on managing strategic client relationships within private credit fund administration.
• Lead client pitches, business development initiatives, and CFO-level responsibilities to enhance client engagement and satisfaction.
• Collaborate with industry professionals to deliver award-winning services for complex fund structures.
• Drive client integration processes, ensuring seamless onboarding and effective communication strategies.
• Develop and implement service level agreements tailored to client needs and expectations.
• Provide insights into client infrastructure investments and identify opportunities for service enhancements.
• Support pricing models and fee proposals for new funds and additional services.
• Contribute to the organization's profitability through strategic client management and operational excellence.

Vice President, Client Service Key Responsibilities & Duties

• Cultivate relationships with C-suite executives and key decision-makers within client organizations.
• Assess client infrastructure and identify challenges to propose effective solutions.
• Understand private markets fund structures and investment strategies to align services with client goals.
• Coordinate new client integrations and launches, ensuring smooth transitions and operational readiness.
• Negotiate and manage service level agreements in collaboration with operational teams.
• Develop and implement formal communication strategies, including regular meetings and updates.
• Prepare reports and presentations on client relationships and profitability reviews.
• Support pricing model development and fee restructuring for enhanced service offerings.

Vice President, Client Service Job Requirements

• Bachelor’s degree in Accounting or related field; CPA designation preferred.
• 8–10 years of experience in client service and relationship management within fund administration.
• Proven expertise in private assets fund administration and complex fund structures.
• Strong negotiation, business planning, and budgeting skills.
• Leadership and project management capabilities with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in CRM systems and KPI reporting.
• Ability to work in a hybrid environment and adapt to client needs.