Client Service Manager

2 weeks ago

London, Greater London, United Kingdom AXA Full time
Job Description - Client Service Manager I9)
Client Service Manager I9 )
AXAIM Core - Client Group Contract Type
Contract Type

:
Regular Shift

Shift

:
Full-time Description

Client Service Manager
22 Bishopsgate, London– Hybrid
Permanent

At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business.

As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.

As a future Client Service Manager, you will report to Local Head of Client Services, and you will be part of AXA IM Core Client Group.

As a Client Service Manager you will deal proactively and reactively with clients and their advisors, liaising with internal departments and providers as necessary.

Provide the highest quality service for our client base working in cooperation with other teams and organisations as detailed below.

Maintain and develop individual assigned key client relationships in assistance to Client Relationship Managers (CRM)/Sales.

Respond to incoming complex queries and requests from clients and their advisors, including fund performance requests, market updates, ad-hoc reporting requests etc.

Liaise and build strong relationships with clients appointed third parties, as listed below, with regards to annual audits, custody issues and portfolio transitions and other ad hoc queries

Work with CRM and, if necessary, Product Engineers in respect of all client take-on's, take-off's and changes to existing client mandates in line with our current procedures.

Request and maintain AML KYC documentation ensuring it is in line with Compliance standards and taking into account new regulations.

Upload and maintain all AML KYC documents on internal systems.
Assist the CRM/Sales in cultivating business development opportunities. These include coordinating and preparation of presentations, marketing material and appointments for CRM's with clients.
Maintain and check data quality in CRM tool and various data systems.
Experience in providing top quality client service to asset management clients.
Experience of working with multiple asset classes
Previous experience in various client service related projects
Good knowledge of current economic and financial events and industry issues (MiFID, TCF, Fair Value Pricing, etc.)
Strong Microsoft office skills
Ability to co-ordinate and network effectively

About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.

We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.

Customer first, Integrity, Courage and One AXA
At AXA IM we are investing with a clear purpose – to make the world a better place.

Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes.

We are already entrusted by our clients with more than €887 billion in assets.

AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply.

We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities .

Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).


Thrive within a diverse community :

As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

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