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Client Manager

3 months ago

City, United Kingdom Page Personnel Full time

We are working with an investment firm based in Manchester to recruit a Client Manager to join their back-office function.

Client Details

The firm is a leader in investment and asset management services, with over 60bn worth of assets under management, and takes an ethical view on sustainability, offering employees a great working environment with a focus health and well-being as well as training and development opportunities.

  • Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support
  • Leverage your investment knowledge to assist in managing client portfolios
  • Working alongside other Client Managers following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
  • Articulating our services to clients and identifying business opportunities based on their needs
  • Ensuring client-facing documents are accurate and appropriate for the client
  • Obtaining information from third-party providers

Description

As Client Manager you will be part of a team that builds, maintains and develops strong relationships with clients, acting as the main point of contact for the firm, and overseeing the end to end client lifecycle.

  • Managing all relationships with portfolio clients
  • Using investment knowledge to assist in managing client portfolios
  • Supporting with the creation of strategies to meet client's financial objectives
  • Identifying business new opportunities based on client's needs
  • Using back office systems to ensure all data is kept up to date
  • Ensuring all client documentation is accurate and fit for purpose
  • Liaising with 3rd party providers

Profile

The successful applicant must meet the following criteria:

  • Experience / knowledge of investment management, ideally with client-facing exposure
  • IMC or IAD qualification
  • Strong focus on client and customer service
  • Strong attention to detail and works to a high level of accuracy
  • Ability to work under pressure and work to tight deadlines
  • Ability to work with other teams and build relationships internally as well as externally
  • Good understanding of Excel

Job Offer

The Client Manager role is offering:

  • (phone number removed)
  • Up to 30 days holiday
  • Healthcare
  • Company pension scheme
  • Hybrid working
  • Life assurance
  • Salary sacrifice scheme