Client Account Manager Asset Management recruitment
The Department
Client Account Managers work with the distribution channels to provide customer support on several levels and stages of the firms relationship with the customer.
Overview of the Role
• Provision of first-class service to institutional clients and their consultants, meeting individual needs in a timely and efficient manner
• Management of relationships with clients (internal and external) and investment consultants
• Handling of queries and performance of account administration to support these.
Main Duties and Responsibilities
Client Relationships
-Provide ultimate ownership for resolution of all non-investment related client queries
-Act as liaison point between client and transition team for all client transitions
-Have responsibility for ensuring any changes to mandate are communicated to legal and reflected in IMAs / letters of amendment.
-Manage the relationships with the client, in agreement with the Client Director and client team.
-Use technical knowledge and experience to ensure the administration of the client’s funds runs smoothly- e.g. Transitions, accounting queries, settlement queries, custody, cash movements, tax matters.
-Proactively anticipate clients’ requirements by maintaining regular contact. Respond to client queries and requests promptly and efficiently, involving third party administrators (TPAs), custodians and internal departments e.g. Finance, Performance Team.
-Understand the SLA between the firm and third party administrators, manage client director/ client expectations as appropriate.
Other Responsibilities
-Ensure the client reporting team is aware of the requirements for each client.
-Liaise with relevant departments concerning compliance, regulatory issues, performance measurement, fee and finance related matters.
-Maintain client database, recording any contact with clients, ensuring all client and fund information is up to date and all work activity is tracked, in line with Department procedure.
-Ensure Fund Profiles are updated on an ad-hoc basis and undertake an annual review
-Ensure all regulatory AML requirements are updated annually
-Lead or assist in projects as directed
-Have responsibility for co-ordinating all client communications regarding changes to products.
-Create, co-ordinate and assist with presentations where required
-Maintain and improve investment product and market knowledge
-Understand performance and its impact on relationships both internal and external
Technical Skills Qualifications Required
• IMC (preferred but not essential)
• Experience in working with Institutional clients with both pooled and segregated assets (preferred)
• Ability to prioritise and manage time efficiently
• Good working knowledge of Word and Excel
Competencies Required
• Excellent interpersonal skills
• Ability to form good working relationships with all clients and internal stakeholders
• Confident and proactive approach
FSA Registration Required: No
If you have relevant client services experience with in Asset Management in a client relations role is essential.