Client Service Manager

2 months ago

London, United Kingdom Page Personnel Finance Full time

The purpose of the Client Service Manager role will involve providing appropriate support to their Private Client Investment Managers, liaising with the team and clients on a daily basis as well as day to day handling of client queries and client management.

**Client Details**

The financial services client based in the City of London is a rapidly growing boutique multi-asset investment manager. Their investment strategies are available in the form of bespoke accounts in a range of currencies and a risk-rated Managed PortfolioService. These strategies seek to identify cost-effective passive solutions that benefit from market movements, as well as best-in-class active managers.

**Description**

The main duties the Client Service Manager will be carrying out are as follows:

- The role will involve providing appropriate support to their Private Client Investment Managers, liaising with the team and clients on a daily basis
- Day to day handling of client queries and client management
- You will facilitate the smooth processing of new and existing business
- You will need to prepare investment proposals and presentations to professional connections who refer their clients to the company
- You will be on hand to assist with monitoring the performance and work throughput of the administration, to ensure standards are maintained and deadlines are met
- You will support preparation of client reviews, portfolio attribution and be expected to attend meetings when needed

**Profile**

The key requirements for the Client Service Manager are as follows:

- MUST have private client service experience within investment management
- Business awareness & strategic focus: Good knowledge of business processes and procedures relevant to role
- Clients & Colleagues: Takes accountability for own work and completes all tasks in a timely manner. Communicates professionally with clients and colleagues
- Adaptability: Adapts to change quickly and easily
- Key distinction of position: Able to prioritise workload and identify when they need support to achieve goals

**Job Offer**

Competitive salary of £45,000-£50,000 plus bonus

Fantastic benefits package and study support

Brilliant culture and progression opportunities

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