Client Integration Manager - Halifax
6 days ago
Job summary
The role of an Client Integration Manager involves leading projects or elements of large engagements,including client integration, service delivery and sales support.
Responsibilities
- Sales Preparation: Booking Sample Portfolios for Pitches Request
for proposal/information assistance Direct source of information to Business Development on Vendors/Conversion/Interfaces - Project Manage / Functional Task Owner Incoming file testing New Clients Existing Clients New Business Existing Clients New Asset Classes Migrations to New Vendor Instruct/Extract Standard - Stakeholder/Business Analyst/Testing Custom - Extract File Development - Stakeholder/Business Analyst/Testing Migrations to New Vendor Functional Data Migrations Internal Data Conversions External Data Conversions Internal System Migrations Technology / Functional Task Owner Responsible for System Set up and Coordination with Third Parties Control Client User setup / Permissions Responsible for Client Reporting Data Capture and Coordination with Third Parties Client / Vendor Relationship Management Engage with Existing Clients/Vendor on Efficiency Projects Operational Process Review - Stakeholder Administrative Reporting Tracking of projects progress status and deadlines MIS Reporting Finance Stakeholder for Invoicing for Communications & Connectivity Charges Management Team Management Pipeline/Project/Resourcing Management Oversight Recruitment Training and Development.
Job description
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