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Team Manager – Client Services

Commcise
Bengaluru, Karnataka

Apply Now

Job details

Permanent | Full-time

Qualifications

Jira
Economics
Microsoft Excel
Slack
Public speaking
Research
Microsoft Office
Finance
Master's degree
SQL
Bachelor's degree
Financial concepts
Organisational skills
Agile
Communication skills

Full job description

Culture

At Commcise, we’re bringing meaningful change to clients’ businesses by enabling our people to create tools and processes that respond to the rapid evolution of the market. We are a culture that celebrates autonomy, and inspires leadership at every level of our organisation.

Career Development

Our people are our greatest assets. That’s why we believe in developing talent at all stages of their careers. With the incredible pace of change in consumers and technology, we focus on giving talent the tools to grow and evolve their skills beyond their immediate job functions. We empower our people with process and technology that gives them the freedom to think creatively, and drive bold changes to client and business.

Some of our perks

We strive to be the best destination for the industry’s top talent, creating an inspired, collaborative workplace that celebrates innovation and change.

Leader’s support

Ask for help, give and get feedback, set up goals and develop your skills.

Private health insurance

We care about you. We want to meet your healthcare needs.

Pension

Pension is available for all UK staff

Knowledge sharing

Internal webinars, regular workshops and rich knowledge base.

Flexible Scheduling

Get things done - from home or an office.

Growth budget

Pick your conference or training of choice to learn.

Job Profile: Team Manager – Client Services (Bangalore)

Product Suite: Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment Managers. Commcise provides clients with an automated Reconciliation, Invoice/Contract Management, Commission Targeting, Broker Voting, Commission Management and Reporting solution (website link).

Location: Bangalore

Working Hours: UK (1:30 pm-10:30 pm IST) & US hours (5:30pm-2:30am IST). Please note that this position is for primarily the UK shift and may require the candidate to cover US hours for a comparatively shorter period of time, capped at 12 weeks/year. US hour shifts can be covered in WFH model.

Experience Range: 13+ years

Role Purpose: Lead the Global Client Services team, which services global asset management firms, hedge funds and leading trade brokerage firms. Our service model is layered on our award-winning technology platform. You would be responsible for overseeing that that we are , processes are followed and improved on a regular basis, and fostering growth within the team as well as broadening the scope of the existing service lines. We are looking for a natural leader, passionate about client delivery and with a track record of helping others in reaching their potential.

You would be responsible for:

Nurturing a high-performance and entrepreneurial team, who have been handpicked from across the industry.
Ensuring that the team provides world class client service to our clients and strives to improve each and every day at what it does while broadening the scope of the existing service lines.
Building long-term strategic relationships with large global organizations.

We are looking for an energetic, enthusiastic, natural leader with a track record of playing a key role in empowering and upscaling teams, and having a passion for software solutions, client delivery and innovation.

Required Qualifications

Mandatory Skill Sets

Confidence in leading and coordinating projects with internal stakeholders across departments

Prior operational experience especially at a team lead level with a flair for driving improvements for the firm

Excellent communication skills and experience speaking to C-level executives, across different geographic areas

Strong relationship management and interpersonal skills, ability to build strong rapport, respect and trust with key stakeholders and teammates

Ability to understand complex business processes and breakdown to process components

Demonstrate ability to work in a fast-paced, every-changing, highly collaborative environment

Bachelor’s/master’s degree preferably in Finance/Economics

Excellent in Microsoft Office – especially Excel and Poweroint

Strong knowledge of financial concepts and experience of team leading teams in the financial domain

Desired Skills

Team Leader (especially in Client Services capacity), with ability to inspire, motivate and grow talent within the organisation: be present and inspire

Strong organizational skills and attention to detail, and good with numbers

Experience of working with some or any of the following: buyside/sellside firms, operating and offering custodial aggregation services, CSA programs, trade reconciliation, research distribution/consumption and/or evaluation management, processing payments (familiar with AR, AP, GL, Treasury processes), software enhancement.

SQL, Database knowledge & ability to analyze data and related flows

Knowledge of Agile methodology and productivity tools (i.e., JIRA/Notion/Slack)

Should be able to associate with attributes such as resilience, curiousity and proactiveness,

A sense of humour

Added Advantage

Financial certification (such as FINRA Series 7 or FRM)

Knowledge of compliance and regulations and experience of managing a business team in the space

Proven track record of hiring, nurturing, and training talent.

Key Deliverables/Tasks/Responsibilities

Manage the team on a daily basis, ensuring all client queries are responded to in accordance with expected time/quality parameters.

Monitor delivery and ensure team members have the right support and skills to do their job. This may include running the training yourself, designing and creating process documents, liaising with other teams to understand the Commcise system end-to-end, etc.

Track team performance and morale and identify areas of improvement and help resolve any gaps.

Monitory and identify any operational risks, escalating these to the leadership team and proposing mitigating actions.

Be direct point of contact for Asset Managers and CSA Brokers to ensure smooth daily reconciliation/payment process.

Build excellent working knowledge of the payments/reconciliation/research management software functionality and business

Become an expert in the modules used by our clients, think of improvements and encourage the team to propose these as well. Seek opportunities in your external/stakeholder conversations to understand how others operate and where lie opportunities for doing things better.

Proactively identify useful data points and capture these to build MI reports that will be presented to internal and external stakeholders.

Confidently use excel to analyse, compare data sets and derive conclusive action points from them.

Pro-actively respond to emails and calls, ensuring all queries are addressed and escalate any issues, risks or uncertainties to team leads.

Streamline and improve on the existing guidelines/processes for reconciliations and payments.

Resolve reconciliation breaks following established procedures, responding to broker queries on any queries regarding these breaks.

Document & maintain all internal processes up to date and actively contribute towards building a knowledge repository for the firm, engaging all team members in this exercise.

Demonstrate excellent understanding of client requirements and needs and be able to communicate these eloquently to any internal or external stakeholders.

Regularly review each deliverable (both your own and the team’s) to ensure the tasks are done
accurately and within the required specifications, while managing the deadlines given.

Build relationships with third party counterparts ensuring clear understanding of how they work and what is required for good working relationships.

Apply Now

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