Client Service Manager

3 weeks ago

London, United Kingdom AXA Funds Management Full time
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.

DISCOVER your opportunity

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

Your role and responsibilities will include:

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.
Attend face to face meetings with the clients, where appropriate, to discuss their service requirements.
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.
Continue to build client, company and industry knowledge levels to better service our client base.
Keep up to date with product offerings by attending sales trainings.
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.

QUALIFICATIONS

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications and experience:

Ideally holder of IMC but not essential
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

Your knowledge and skills:

Good knowledge of current economic and financial events and industry issues (MiFID, TCF, Fair Value Pricing, etc.)
Excellent written and verbal communication and influencing skills.
Outstanding organisational skills
Strong Microsoft office skills
Ability to manage time and workload appropriately.
Ability to co-ordinate and network effectively
Assertive approach
Strong team player
Adaptable and resourceful
Self-starter with initiative

We would love to know more about you. Let’s connect Send us your resume.

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.

Our mission: To act for human progress by protecting what matters

Our values: Customer first, Integrity, Courage and One AXA

At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. 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 Investment Managers | Home | AXA IM Corporate (axa-im.com)

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.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

WHAT WE OFFER

We are committed to offer you an environment where you can:

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

Shape the way you work: 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: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.

Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

  • Head of Client Services

    2 weeks ago

    City of London, United Kingdom Client Full time

    Head of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...

  • Head of Client Services

    4 weeks ago

    City of London, United Kingdom Client Full time

    Head of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...

  • Client Services Officer

    4 days ago

    London, United Kingdom Client Server Full time

    Client Services Officer London onsite to £55k Do you have excellent client facing communication and relationship building skills combined with a strong interest in financial markets and an academic record of achievement? You could be progressing your career as a Client Services Officer at a global eTrading company. As a Client Services Officer you'll be the...

  • Client Service Partner

    2 months ago

    London, United Kingdom Corporation Service Company Full time

    Title: Client Service Partner Location: London Working Hours: Monday to Friday - 9am - 5.30pm  Hybrid - Office Days - Tues to Thurs As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you...

  • Client Service Partner

    3 weeks ago

    London, United Kingdom Corporation Service Company Full time

    Title: Client Service Partner Location: London Working Hours: Monday to Friday - 9am - 5.30pm  Hybrid - Office Days - Tues to Thurs As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you...

  • Client Service Partner

    2 weeks ago

    London, United Kingdom Corporation Service Company Full time

    Title: Client Service Partner Location: London Working Hours: Monday to Friday - 9am - 5.30pm  Hybrid - Office Days - Tues to Thurs As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you...

  • Client Service Partner

    2 months ago

    London, United Kingdom CSC (Corporation Service Company) Full time

    **Title: Client Service Partner** **Location: London** **Working Hours: Monday to Friday - 9am - 5.30pm** **Hybrid - Office Days - Tues to Thurs As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you...

  • Client Service Partner

    1 month ago

    London, United Kingdom CSC (Corporation Service Company) Full time

    As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of domain names. Additionally, you will be working with the Product Manager with different duties. This role would suit someone who is internet savvy and seeking a career working with...

  • Client Service Partner

    2 months ago

    London, United Kingdom CSC (Corporation Service Company) Full time

    As a Client Service Partner, you will be responsible for working with taking and fulfilling orders, as well as managing a portfolio of domain names. Additionally, you will be working with various Product Managers with different duties. This role would suit someone who is internet savvy and seeking a career working with cutting edge technology and global...

  • Client Service Partner

    3 weeks ago

    London, United Kingdom CSC (Corporation Service Company) Full time

    Title: Client Service Partner Location: London Working Hours: Monday to Friday - 9am - 5.30pm Hybrid - Office Days - Tues to Thurs As a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you will be...

  • Client Service Partner

    4 weeks ago

    London, United Kingdom CSC (Corporation Service Company) Full time

    Title: Client Service PartnerLocation: LondonWorking Hours: Monday to Friday - 9am - 5.30pmHybrid - Office Days - Tues to ThursAs a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you will be working with...

  • Field Service Engineer

    3 weeks ago

    London, United Kingdom Client Full time

    Field Service Engineer £35,000 - £39,000 + Home Based + Van + No Call Out + Training + Progression + Excellent Company Benefits Home Based (Commutable from: Slough, Watford, Brentwood, Harlow, Croydon, Luton, Chelmsford) Are you an engineer with experience servicing biomedical / electromechanical equipment looking for an autonomous, home-based role...

  • Field Service Engineer

    2 weeks ago

    London, United Kingdom Client Full time

    Field Service Engineer £35,000 - £39,000 + Home Based + Van + No Call Out + Training + Progression + Excellent Company Benefits Home Based (Commutable from: Slough, Watford, Brentwood, Harlow, Croydon, Luton, Chelmsford) Are you an engineer with experience servicing biomedical / electromechanical equipment looking for an autonomous, home-based role...

  • Field Service Engineer

    2 weeks ago

    London, Greater London, United Kingdom Client Full time

    Field Service Engineer (Medical Equipment)Home Based: Central London / North London, Camden, Tottenham, Enfield, Wembley, Romford or surrounding areas £35,000 + Full Product Training + Commission + Progression + Van + Local Patch + Excellent Company BenefitsAre you a Field Service Engineer with a Electromechanical Background? Are you looking to take the...

  • Field Service Engineer

    2 weeks ago

    London, Greater London, United Kingdom Client Full time

    Field Service Engineer £33,000 (OTE £40,000) + Home Based + Local Patch + Training + Progression + Overtime + Van + Excellent Company Benefits Home Based (Covering Inside the M25) Are you an engineer from an electromechanical background looking to develop your skills further for a rapidly growing company offering specialist training, progression and the...

  • Field Service Engineer

    4 weeks ago

    London, United Kingdom Client Full time

    Field Service Engineer £28,000 - £35,000 + Industry Training + Progression + Van + Overtime + Home Based + Excellent Company Benefits Home Based (Commutable from: Chelmsford, Cambridge, Ipswich, Luton, Oxford, Northampton, Norwich, Crawley) Are you an engineer from a mechanical or electrical background, looking to join an industry leading...

  • Field Service Engineer

    2 weeks ago

    London, United Kingdom Client Full time

    Field Service Engineer £33,000 (OTE £40,000) + Home Based + Local Patch + Training + Progression + Overtime + Van + Excellent Company Benefits Home Based (Covering Inside the M25) Are you an engineer from an electromechanical background looking to develop your skills further for a rapidly growing company offering specialist training, progression and...

  • Field Service Engineer

    4 weeks ago

    London, United Kingdom Client Full time

    Field Service Engineer £33,000 (OTE £40,000) + Home Based + Local Patch + Training + Progression + Overtime + Van + Excellent Company Benefits Home Based (Covering Inside the M25) Are you an engineer from an electromechanical background looking to develop your skills further for a rapidly growing company offering specialist training, progression and...

  • Client Partner

    2 months ago

    London, United Kingdom EXL Service Full time

    Overview: EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together domain expertise with robust data, powerful analytics, cloud and AI to create agile, scalable solutions and execute complex operations for the world’s leading corporations. EXL was...

  • Client Servicing Client Manager

    2 months ago

    London, United Kingdom McGregor Boyall Full time

    An established Tier 1 Bank is seeking a Client Servicing Client Manager for a 1 year contract that pay upto £425 p/day. The Client Servicing Client Manager will be an integral part of the team being accountable for maintaining all key EMEA Client Serviceteam controls and processes, Query and relationship management of key clients/counterparties. Ideal...