Asset Manager based in the city have a recruitment for a Clinet Services Manager
Duties and Responsibilities
Client Service Management responsibilities including:
- Day to day client account management to support the relevant Sales Directors and Head of Client Service in the ongoing management of EMEA clients
- Client Service Operations: acting as a conduit between the department and the key operational functions (e.g. Operations, Fund Accounting and Performance)
- Client Reporting: sourcing data and commentary as required, generating, reviewing and circulating regular client reports
- Scheduling, arranging and participating in regular investment review meetings and calls as required
- Participating in the deployment of Vermillion for EMEA Client Reporting
- Participating and/or overseeing transition activity (on-boarding and off-boarding) for segregated mandates
Key skills, attributes and characteristics:
- Practical knowledge of client service operations including
- experience of middle office and operations
- data sourcing
- custodian and fund accounting functions
- Experience of on-boarding / off-boarding activity, both in terms of project oversight and practical input
- Practical knowledge of institutional account management
- Well structured, highly organised and self-starting
- Highly numerate and able to cope with multiple tasks in a structured, prioritised manner
Experience and qualifications:
- Circa 3 years in a comparable position
- Experience of international clients and investment teams would be a benefit
Key relationships:
- Internal:
- Middle and back office functions to include operations, performance, compliance and legal functions;
- Head of EMEA CS, and other Sales Directors
- Relevant Tokyo-based and Group functions globally
- External: Europe clients including other group companies
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