Client Services Manager, EMEA

  • £45,000 - £55,000
  • London, England, United Kingdom
  • Permanent, Full time
  • William Blake Consulting Ltd
  • 15 Apr 19

Building and providing a first class Client Service function globally. The Client Services Manager will be responsible for maintaining day-to-day contact with our clients, responding to events, writing and issuing client communications, coordinating investment reporting and any fund related activities, The main objective from a team perspective is to ensure that our investors receive excellent client service.

  • Maintaining a first class client service
  • Delivering an outstanding client management experience to institutional clients
  • Acting as the key point of contact for investor queries
  • Working with specific fund teams and mandates, building relationships and knowledge of the funds to support our investors proactively
  • Managing existing client relationships: ensuring contact plan activities are carried out, responding to client queries and requests promptly and effectively, working with clients on issues and projects, ensuring client expectations are met
  • Proactively anticipate clients’ requirements by maintaining regular contact and communicate any concerns to the sales and investment teams
  • Co-ordination and compilation of the quarterly investment reports ensuring accuracy and complete reports; these must meet set timeframes and client deadlines, adding value where possible
  • Organisation and co-ordination of client meetings and where appropriate corporate related events
  • Maintaining information on the in-house client relationship management system ensuring that it is complete and accurate for each client
  • General client relationship management – keeping clients up to date with news and any new initiatives
  • Managing relationships with internal stakeholders – investment teams, finance, performance, research, sustainability, legal, risk, marketing, distribution and compliance
  • Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
  • Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody.
  • Regularly review service standards with those areas of the business which have an impact on client service perceptions
  • Participation in any team related projects as required
  • Keeping up to date with any regulatory changes