Client Support Manager

3 days ago


London Area, United Kingdom Leverton Search Full time

Our client is a highly respected investment management firm known for its collaborative culture, high professional standards, and commitment to exceptional client service. The firm partners with institutional and private clients, delivering tailored investment solutions across a range of strategies.

The Opportunity

We are looking for an experienced Client Support Manager to lead a small team within the Client function. You will play a key role in ensuring the highest standards of client service, marketing material accuracy, and operational excellence. Management experience is essential.

Key Responsibilities

  • Lead and mentor a small team of Client Support Associates
  • Oversee the production and quality control of client and marketing materials, ensuring accuracy and timeliness.
  • You will work closely with Relationship Managers, Marketing, Investments, and Operations teams to deliver top-quality materials, insights, and service to clients and prospects.
  • Partner with internal teams to ensure all client communications and fund information meet compliance and brand standards.
  • Manage updates to presentations, factsheets, and reports, ensuring consistency across strategies.
  • Drive continuous improvement of processes, materials, and reporting tools.
  • Support Relationship Managers with client onboarding, bespoke documentation, and reporting.
  • Ensure CRM data integrity and coordination with third-party platforms and custodians.

About You

  • 6 + years' experience in asset management in client services.
  • Proven experience managing a small team.
  • Solid understanding of multi-asset investment products and client reporting processes.
  • Strong communication and relationship-building skills across internal and external stakeholders.
  • Intellectually rigorous and analytical. Interrogates data and spots mistakes.
  • Client focused - anticipates the requirements of the client (whether they be internal or external) understands and has demonstrated how these can be delivered.
  • IMC or CFA qualification (or progress towards) preferred.

Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there's anything we can do to make the process more accessible to you, please don't hesitate to let us know.



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