My client is one of the world's largest asset managers, employing over 30,000 globally and currently listed as one of the top investment managers by AUM.
They are currently looking for a service manager with responsibility for keeping in close contact with a client making sure they are happy in a BAU environment and then being the point of contact as an escalation point for queries and providing help and analysis in respect of new requirements that clients might have.
The principle responsiblities of the role will be
Onboarding clients following handover from the sales team.
Portfolio restructures and amendments where necessary
Project managing any client events or onboarding activity
Portfolio Reviews with RMs
Preparation for meetings with clients and assisting the sales team
Correspondencing with clients
Answering client and consultant queries and acting as main point of escalation
Answering queries on client instructions, signatures, IMAs, fees, transaction costs / spreads, valuations, factsheets, performance, transactions, events, cut-off times and audits