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Senior Associate – Client Experience, Relationship Management
Clearwater Cayman. Manage client relationships and services within markets serviced by Catalyst, particularly Brazil and the United States .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship management and client service skills, with a focus on client satisfaction, contract management, and compliance. Proficient in Microsoft tools and experienced in financial services, particularly within Brazilian and US markets.
Highest-signal resume keywords
Relationship ManagementClient Contract ManagementFinancial Services ExperienceMicrosoft ProficiencyClient Profitability Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Contract ManagementClient Profitability AnalysisFund AdministrationCompliance TrainingProcess Improvement
Soft Skills
Effective CommunicationProactive Problem SolvingEnergetic ProfessionalismInnovative ThinkingIndependence
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft OneNoteAI Tools
Industry Keywords
Brazilian AccountingUS AccountingFiduciary IndustryClient SatisfactionBusiness Development
About the role
Key responsibilities & impact- Manage client relationships and services within markets serviced by Catalyst, particularly Brazil and the United States
- Manage client contracts, Administration Services Agreements, and Service Level Agreements
- Maintain accurate client, entity/fund, service, and fee information in Dynamics
- Build and maintain strong, long-term relationships with clients and business partners
- Understand client needs, goals, and expectations and document them in SLAs
- Respond promptly to relationship-based queries, concerns, and feedback
- Assist clients with due diligence requirements
- Coordinate client and fund offboarding requirements
- Prepare monthly status reports for the Associate Director and executive/board reporting
- Provide backup support for the Relationship Management team
- Follow up on outstanding invoices and minimize accounts receivable balances
- Conduct monthly, quarterly, and ad hoc client review meetings
- Prepare agendas, coordinate internal stakeholders, and update meeting notes in Dynamics
- Join new-client onboarding calls and ensure client requirements are understood
- Represent Catalyst at client board meetings and resolve questions and action items
- Analyze client needs and identify upselling and cross-selling opportunities
- Monitor client satisfaction feedback and manage the client-at-risk program
- Identify trends and new business requirements within the client base
- Coordinate with Business Development on proposals, onboarding, offboarding, revenue retention, and growth
- Support client escalation and resolve outstanding requirements
- Coordinate with Finance on credit notes, payment issues, penalties, and accounts receivable process improvements
- Support marketing and market development activities
- Communicate regulatory and environmental changes to clients
- Perform routine compliance training and support governance and compliance across clients
- Develop new processes, procedures, products, and solutions to improve efficiency and client service
- Collaborate cross-functionally with operations, business users, project managers, and implementation managers
Requirements
What you’ll need- Suitable and appropriate Bachelor’s degree, e.g. Business Administration, Accounting, Economics, or Law
- Microsoft proficiency: Word, Excel, Outlook, and OneNote
- AI tools such as Claude are an advantage
- 3–5 years’ experience in relationship management, business development, and/or financial services
- 3–5 years’ experience dealing with clients and managing relationships from a service perspective
- Exposure to client profitability analysis
- Exposure to Brazilian and US Accounting and/or Fund Administration
- Demonstrable experience with offshore funds
- Exposure to Brazilian and US corporate and fiduciary industry
- Energetic professional eager to learn and grow
- Willingness to handle a wide range of administrative and executive support-related tasks and work independently with little or no supervision
- Innovator and self-starter with high energy and drive
- Proactive approach to identifying and addressing challenges
- Effective communication skills
- Willingness to travel occasionally
- Fluent in English, writing and speaking
Benefits
Comp & perks- Regular Full-Time employment
- Hybrid work arrangement
- Opportunity to work with a global portfolio of clients
- Professional growth and learning opportunities
- Occasional travel opportunities