• Provide training and supervision to team members• Plan, schedule and manage the daily workflows of all client relationships within your account• Liaise with clients regarding reporting requirements and deadlines, ensuring delivery in an accurate and timely manner• Acting as primary contact with clients and other fund participants• Maintaining relationships with investors, investment advisors/managers, banks, brokers and auditors and other fund participants• Develop, adhere and maintain targets concerning staffing; production, overtime budgeting and productivity• Meeting expectations of fund participants, adhering to deadlines• Assisting auditors and other fund participants and advisers • Participating in presentations to existing and prospective clients • Participating in and leading projects that may be defined from time to time in connection with the continuing expansion and evolution of the business • Participating in managerial functions in conjunction with the Operations Manager • Any other functions required as part of the business of the Company, and reporting to the Operations Manager.