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Meraki Talent's client is currently seeking an experienced Client Manager to join their UK Institutional Client Services team on a permanent basis. Our client is a leading Global Asset Management business which has the scale and presence to offer a range of investment capabilities to meet the needs of a diverse client base. The UK is their most mature market and the Client Service team provide a service to clients run on a Segregated and Pooled basis.
As a Client Manager you will be an integral part of the Client Services team and take responsibility for important clients invested in segregated, pooled or alternative investment strategies. Key responsibilities within the role include:
Managing and responding to client queries in a professional manner
Proactively communicating with clients and arranging client service review meetings as required
Working effectively internally to ensure client needs are met
Taking responsibility for client lifecycle events including take-ions, change or terminations
Managing client documentation (IMAs, Distribution Agreements)
Overseeing client reporting and invoicing
Maintenance of CRM and logging of breaches and complaints
Working closely with Client Directors to ensure they are briefed on all client activity
For this role my client is seeking an individual with a track record in client relationship management within a Fund Management environment. Solid understanding of institutional account structures and strong knowledge of investment markets and their regulations is required. You will be joining an established team who have a strong senior manager and a nice working culture which is built around team work and client focus.