About the role
A leading global asset management firm is seeking an experienced Client Services Manager to join their client management team.
The successful candidate will serve as the primary point of contact for a diverse range of institutional and advisory clients, overseeing the full client lifecycle from mandate implementation and onboarding through to ongoing relationship management and servicing. This is an excellent opportunity for an experienced client services professional who enjoys managing sophisticated client relationships, leading onboarding projects and acting as a trusted partner to both clients and internal stakeholders.
Manage client enquiries relating to investment strategies, portfolio activity, reporting, operational matters and regulatory requirements.
Lead the onboarding and implementation of new client mandates, coordinating with internal stakeholders to ensure a seamless transition from mandate award through to investment
Manage complex account structures and bespoke client requirements, ensuring accurate setup and operational readiness
Coordinate and support the negotiation, implementation and ongoing management of Investment Management Agreements
Ensure investment guidelines, client restrictions and regulatory requirements are accurately documented and implemented
Provide ongoing support to Investment teams in relation to client-specific requirements, mandate changes and operational considerations
Partner with product teams to support the development, enhancement and ongoing management of investment products
Minimum 10 years of relevant experience in a client services or similar function at an asset management firm
Experience overseeing client onboarding, implementation, account transitions and ongoing servicing
Knowledge of Investment Management Agreements
Ability to manage complex projects involving multiple internal and external stakeholders
Exceptional client relationship and stakeholder management skills
Commercial awareness combined with a client-centric mindset
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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