We are working with an investment firm based in Manchester to recruit a Client Manager to join their back-office function.
Client Details
The firm is a leader in investment and asset management services, with over £60bn worth of assets under management, and takes an ethical view on sustainability, offering employees a great working environment with a focus health and well-being as well as training and development opportunities.
- Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support
- Leverage your investment knowledge to assist in managing client portfolios
- Working alongside other Client Managers following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
- Articulating our services to clients and identifying business opportunities based on their needs
- Ensuring client-facing documents are accurate and appropriate for the client
- Obtaining information from third-party providers
Description
As Client Manager you will be part of a team that builds, maintains and develops strong relationships with clients, acting as the main point of contact for the firm, and overseeing the end to end client lifecycle.
- Managing all relationships with portfolio clients
- Using investment knowledge to assist in managing client portfolios
- Supporting with the creation of strategies to meet client's financial objectives
- Identifying business new opportunities based on client's needs
- Using back office systems to ensure all data is kept up to date
- Ensuring all client documentation is accurate and fit for purpose
- Liaising with 3rd party providers
Profile
The successful applicant must meet the following criteria:
- Experience / knowledge of investment management, ideally with client-facing exposure
- IMC or IAD qualification
- Strong focus on client and customer service
- Strong attention to detail and works to a high level of accuracy
- Ability to work under pressure and work to tight deadlines
- Ability to work with other teams and build relationships internally as well as externally
- Good understanding of Excel
Job Offer
The Client Manager role is offering:
- £30,000-35,000
- Up to 30 days holiday
- Healthcare
- Company pension scheme
- Hybrid working
- Life assurance
- Salary sacrifice scheme