Institutional Client Servicing Manager, Global Asset Management
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Job Description
We are looking for an experienced Institutional Client Servicing professional to join a growing Asset Management business, sitting within the Sales team and supporting institutional clients throughout the full relationship lifecycle.
You will act as thecentral point of coordination, partnering with Relationship Managers and teams across Operations, KYC/AML, Compliance, Legal, Product and Investments to deliver a consistently high-quality client experience.
Key responsibilities include:
- Managing institutional client queries and requests end-to-end
- Coordinating new client and mandate onboarding, KYC and ongoing reviews
- Preparing quarterly client reviews, materials, minutes and follow-ups
- Managing recurring and bespoke reporting across performance, holdings, risk and fees
- Coordinating compliance approvals for client-facing materials
- Maintaining accurate client records and deliverables in Microsoft Dynamics CRM
- Identifying opportunities to improve, standardise and automate servicing processes
Requirements: 5- 10 years client servicing experience within Asset Management, ideally supporting institutional clients or institutional distribution. Strong stakeholder management, attention to detail and a client-focused mindset are essential.
Interested Here's what to do next:
Please apply to the role with a recent copy of your CV. We will be in touch once we review your profile for suitability.
If you have any questions on this role, or are looking to explore job opportunities generally, please reach out to the poster of this role.
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