Fund Accounting Team Leader
- Oversee the day to day activities of team ensuring deliverables are met on time and accurately.
- Act as the primary point of escalation for Client teams for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
- Review and discuss issues requiring escalation with Senior Management.
- Ensure procedures/checklists are documented and best practices are followed.
- Manage controls efficiently to alleviate any areas of potential risk
- Establish service standards with CSG colleagues and ensure they are shared with and understood by team members and all internal support groups (Operations, etc.).
- Serve as an escalation point for client service issues and deliverables.
- Establish appropriate contacts within client teams and internal departments and actively collaborate to improve service quality.
- Work closely with Client teams to stay abreast of client goals and service requirements
- Build overall credibility and foster trust within and outside Fund Accounting Services Management Team.
- Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths
- Participate in the interview and selection process for job applicants.
- Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
- Participate in inter departmental and cross Line of Business Project teams.
- Complete and oversee the completion of the BBH annual performance review process.
- Provide ongoing feedback and coaching to direct reports to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.
- Assist in managing team expenses.
- Review and stream line functional tasks for maximum efficiency.
- Realize team efficiencies through increased automation and organize workflows.
- Leverage department metrics to identify areas of high support cost and take steps to mitigate
- Lead and assist in implementing the coordination of new business and product implementations and conversions.
- BA/BS degree in a business related field, and/or equivalent work experience.
- 5 plus years of Fund Accounting, Global Custody, and/or Transfer Agency experience.
- 2 plus years of supervisory experience.
- Client service skills.
- Aptitude for numbers, accuracy and organization.
- Technical and analytical ability.
- Ability to work accurately and quickly under pressure.
- Interpersonal skills.
- Written and verbal communication skills.
- Creative problem solving skills including the ability to identify, recommend and implement solutions.
- Ability to learn and adapt to new technologies and systems.
- Knowledge or experience of Multifunds is an advantage.
- Language skills commensurate with office location and client relationships supported.
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