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London UK

Client Services Manager

Date added

10 September 2021

Job sector

Asset & Wealth Management

Job type

Permanent / Full Time

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Working within the Client Service team supporting the Head of Client Services and the wider Business Development team.

Objectives of Role
Working within the Client Service team supporting the Head of Client Services and the wider Business Development team. Coordinate institutional and wholesale meeting follow-ups, adhoc queries, conduct marketing analysis, create management information, and prepare portfolio information for use in client update meetings alongside monthly and quarterly reporting (standard and bespoke). 
  
Role and Responsibilities
  • Client servicing: oversee all client reporting requirements and work across the business to ensure compliant, complete, accurate, and timely delivery. Provide responses to ad hoc client queries. 
  • Marketing functions: management of the CRM system (Salesforce) and automation tool (Seismic), complete and review RFPs, create marketing presentations.
  • Portfolio information: collate portfolio and market information to support the business development team in communicating with investors.
  • Collaborate with the broader team on specific client servicing requirements.
  • Supervise junior members of the team with oversight of all reporting
  • Be proactive in sharing information within and outside the Institutional client team.
  • Contribute to and suggest initiatives to improve the sales, client service and marketing processes.
Skills
  • Working knowledge of MS Excel, Word and PowerPoint
  • Understanding of equity markets and strategies
  • High level of attention to detail
  • Strong written and verbal communication

The perfect role
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