Senior Specialist, Client Coverage
Job Description
REQUIREMENTS
- Bachelor’s degree in Business, Finance, Economics, or a related discipline, or equivalent relevant work experience.
- Relevant experience in client coverage, relationship management, sales support, business development, account management, or client servicing within the financial services industry.
- Understanding of Asset servicing and the institutional client environment, with interest in developing deeper commercial and market knowledge.
- Ability to build effective working relationships with internal stakeholders and contribute positively to a team-based coverage model.
- Strong organizational skills and the ability to manage multiple priorities in a fast-paced, client-focused environment.
- Strong written and verbal communication skills, including the ability to prepare clear and professional client-facing and internal materials.
- Commercial awareness and an interest in identifying opportunities to improve client outcomes and support business growth.
- Good attention to detail, sound judgment, and a proactive approach to problem-solving and follow-up.
- Understanding of the regulatory, compliance, and reputational considerations relevant to client-related activity in financial services.
- Fluency in English is required; Arabic language capability would be an advantage.
- Appreciation of local market dynamics and cultural nuances across the Middle East.
RESPONSIBILITES
- Support the management of existing client relationships across assigned segments and markets within the Asset Servicing business.
- Partner with senior client coverage professionals to execute relationship strategies designed to retain, grow, and deepen client relationships.
- Identify opportunities to broaden client engagement and support account growth through cross-sell and solution alignment.
- Build a strong understanding of client business models, strategic priorities, and servicing needs to help deliver relevant and timely support.
- Contribute to client meetings, presentations, and follow-up actions, helping ensure a consistent and coordinated client experience.
- Work collaboratively with product, account management, and client service teams to support the delivery of client coverage plans and business development initiatives.
- Monitor market developments, industry trends, and competitor activity relevant to the client base, and share insights with internal stakeholders.
- Help identify client needs, service gaps, or emerging opportunities and escalate these appropriately within the coverage team.
- Support the preparation of commercial materials, client updates, and internal reporting related to client activity and account development.
- Maintain accurate documentation of client interactions, pipeline activity, and account-related developments in line with internal requirements.
- Assist in coordinating responses to client issues, ensuring timely follow-up and escalation where needed to support client satisfaction.
- Support the team in managing compliance, regulatory, and reputational considerations connected to client relationships.
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