Senior Client Services Manager - Institutional Senior Client Services Manager - Institutional …

in London, United Kingdom
Permanent, Full time
Last application, 21 Jan 21
in London, United Kingdom
Permanent, Full time
Last application, 21 Jan 21
Senior Client Services Manager - Institutional
Job Description

Where you'll fit in & what our team goals are....

You will be responsible for providing full support to the Head of EMEA Institutional & Solutions Client Services to ensure the team delivers excellent service to our clients.


How you'll spend your time....

Client Service

Delivering excellent service to existing clients in line with the client's IMA and Columbia Threadneedle standards including:
  • Working with Sales / Relationship and Consultant teams to manage and exceed client expectations, providing the first point of contact for resolution of client/consultant queries, requests and instructions
  • Proactive client communication to discuss service standards and future requirements, building professional and trusted relationships with clients
  • Coordinating enhancements and changes to IMA
  • Maintaining excellent working relationships with all key stakeholders within the business
  • Overseeing of compliance monitoring and breach reporting to clients
  • Reviewing service standards with service providers in line with client requirements
  • Coordinating and managing client relationship due diligence sessions
  • Ensuring client reporting and deliverables requirements are met including deadline management and quality control and coordination of enhancements and changes to reports
Client Take on

Working closely with the Client Contracting team, ensuring successful and controlled project management of new business.

Required Qualifications

To be successful in this role you will have....
  • Direct Institutional Client relationship experience
  • Good investment management experience including solid understanding of fund management, financial instruments, administration processes, performance analysis and reporting
  • Must be a structured individual with strong workflow management and project management skills
  • Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
  • Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
  • Good self-organisational and time management skills; ability to work under pressure to short deadlines
  • Drive and enthusiasm demonstrated through strive to achieve a first-class service management function.
  • Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process
  • Excellent facilitation and meeting management skills, being able to discuss complex/technical concepts
  • Openly shares information and own expertise with others

Preferred Qualifications

If you also had this, it would be great....

Investment Management Certificate (or equivalent)
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