When you work with the world's most innovative companies, you know you're making a difference every single day. SVB clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and 30+ years of experience in the industries we serve, and to partner with passionate, enterprising SVBers, dedicated to helping them grow and succeed at every stage of their business.
SVB Asset Management ("SAM") is a SEC registered investment adviser that manages fixed income portfolios primarily for public and private corporations. The Client Management Team for SVB Asset Management is responsible for a wide spectrum of client management responsibilities, ranging from daily servicing of account and investment-related questions to leading broader relationship management activities. The team is one of a number of teams within SAM that work together to provide an exceptional asset management solution and client experience for SAM clients. This Client Manager position will be part of the team serving clients in Northern California and will report directly to the Regional Director.
Primary Responsibilities and Skills:
Responsible for direct client management activities for an assigned selection of the region's clients. Client management activities include knowledge of the client and their business, adherence to outreach and compliance requirements, internal communication around client activities and relationship risk and timely documentation of client activities.
Knowledge of investment accounting and fixed income securities. Position will serve as a resource for clients, providing recommendations and best practices with respect to their SAM investment portfolios, including day to day account maintenance as well as providing clients with system training on SAM Online Reporting and helping clients with reporting and audit related topics.
Qualifications Five plus years in a Client Management role. Team-oriented approach to work in partnership with the Portfolio Managers, Sales, and Middle Office teams to help improve platform knowledge and overall customer experience. Excellent listening and communication skills, creating rapport and trust with both clients and internal SVB partners. Strong communication and collaboration within SAM and SVB Teams to build strong working relationships both externally and internally. High integrity and the ability to manage sensitive and confidential information.
Internal Number: 6197719
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