Client Service Manager Client Service Manager …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Client Service Manager
Client Service Manager Charlotte, NC, United States/en-US/Barings/job/Charlotte--NC-United-States/Client-Service-Manager_JR_002177-1/apply

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Business Unit:

Client Service

Title - Client Service Manager - US

Department - Client Service, Product Management & Development

Location - Charlotte, NC

Barings is a $346+ billion* global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific.

*As of June 30, 2020

Job Summary:

The main purpose of this role is to be responsible for the successful resolution of day-to-day administrative and operational client queries, acting as the key daily contact point for designated clients. Additionally, this role will have responsibility for managing and developing the Client Service Associates supporting the U.S. based sales team. The role will require commitment and accountability for the success of regular client interactions, as well as responsiveness and strong communication with each client and the sales/ relationship manager. It will also require effective liaison with business partners across Barings, to leverage expertise and meet client expectations and deadlines.

Primary Responsibilities:

Client Service

  • Work closely with sales/ relationship manager to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels.
  • Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including sales, product management, client reporting, on-boarding, investor relations, legal, compliance and GTO as needed to resolve.
  • Partner with the relevant teams throughout the process to onboard new clients/ distributors by proactively staying informed of progress and working alongside the team to ensure smooth process and resolution of any issues.
  • Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely.
  • Deliver client communications on regular and key events, working with internal business partners including sales, product management, communications, legal and compliance to agree messaging and timing. Examples include:
    • Client reporting
    • Non-investment personnel changes
    • Organisation changes/ developments
    • Webinar invitations
    • Shareholder notices
  • Ensure Salesforce is updated with all relevant client interaction, alongside proactive communication with sales/ relationship team on issues and developments.
  • Distribute client reporting to agreed timings and using appropriate suite of reports. Ensure demand management process is followed for all new or enhanced reporting requests.
  • Coordinate, prepare and attend client operational due diligence meetings.
  • Maintain accurate database of client/ portfolio information and documentation for use by the broader business, maintain accurate client distribution lists.
  • Provide client service coverage for Barings client base as needed to support colleagues in the Client Service Group.

Team Management

  • Manage and develop the Client Service Associates responsible for supporting the U.S. based sales team sales team, ensure exceptional level of client service for the region.

Client Profitability

  • Oversee client profitability - coordinate initial assessment, monitor on an ongoing basis through client profitability database, utilize agreed demand management process for additional servicing requests and escalate issues related to changes in client profitability.

Strategic Projects

  • Support key projects arising from the Client Service Group.

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Posted 5 Days AgoFull timeJR_002177

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service.

Our team-driven culture is based on transparency, responsibility and putting our clients interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors capital over the long term is an essential component of our lasting partnerships.

Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.

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