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- Tasks: Support client Relationship Managers and maintain strong client relationships while managing queries and data requests.
- Company: Join one of Europe’s largest asset managers, committed to sustainable solutions and a diverse work environment.
- Benefits: Enjoy a dynamic workplace with opportunities for growth and development in the investment management industry.
- Why this job: Be part of a team that values client relationships and offers impactful solutions in a fast-paced environment.
- Qualifications: Experience in investment management and strong academic credentials are essential; CFA qualification is a plus.
- Other info: Ideal for proactive, creative individuals who thrive in team settings and have a passion for client service.
The predicted salary is between 43200 - 72000 £ per year.
Our Client, one of Europe’s largest asset managers and a major global investor, is currently seeking to hire a Senior Client Services Executive. The company firmly believes in listening to clients to create long-lasting, sustainable solutions. Their teams are committed to creating a diverse environment where highly skilled individuals thrive and grow.
Overview of the role
The successful candidate will have the opportunity to work with client Relationship Managers and offer sales support services to them and their client portfolios. The role will include maintaining strong relationships around key business areas, so strong interpersonal skills are vital. Responsibilities include:
- Answering any queries clients may have and identifying business opportunities or threats.
- Creating and maintaining relationships with clients and offering sales support on behalf of client relationship managers.
- Project managing ad-hoc queries, data requests, and client change.
- Creating successful resolutions of client inquiries by using expertise from the business.
- Assisting in the construction of legal documentation, reports, and client-specific data that is relevant to the client’s investment strategy.
- Offering technical support by demonstrating an understanding of a client’s decision-making process and long-term objectives.
- Preparing meeting packs for client meetings, new business pitches, attending meetings, and taking responsibility for audit or operational meetings.
- Analysing leads and sales opportunities to maximize revenue.
- Demonstrating technical knowledge in areas such as products, brand, services, competitors in the market, and knowledge of the current investment market, economic issues, and company views to allow the discussion of solutions with clients and consultants.
Qualifications needed
- Experience within the investment management industry and with institutional clients is necessary for this role.
- Strong academic background; having a CFA qualification would be ideal.
- Experience in workflow management and providing a high level of client service and sales support.
- Understanding overall investments and having knowledge of different investment vehicle options, the current investment market, and economic issues.
- Experience in working within the pension industry would be an advantage.
- Strong project management and written communication skills.
- Must possess a high level of gravitas.
- Knowledge of Index funds and institutional investment products.
- This role will suit anyone who is proactive, initiative-driven, team-oriented, and creative.
Client Services Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Familiarise yourself with the latest trends in the investment management industry. Understanding current market dynamics and economic issues will not only help you in interviews but also demonstrate your commitment to staying informed, which is crucial for a Client Services Manager.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture. This can give you insights that will be beneficial during your application process.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your interpersonal skills and ability to resolve client inquiries will show that you are well-suited for the role.
✨Tip Number 4
Research the company's values and mission. Being able to articulate how your personal values align with theirs during discussions can set you apart from other candidates and demonstrate your genuine interest in the position.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the investment management industry, particularly with institutional clients. Emphasise your project management skills and any specific achievements that demonstrate your ability to provide high-level client service.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of the role and the importance of strong interpersonal skills. Mention how your background aligns with the company's commitment to creating sustainable solutions and your enthusiasm for working in a diverse environment.
Showcase Technical Knowledge: Demonstrate your knowledge of investment products, market trends, and economic issues in your application. This will show that you can engage in meaningful discussions with clients and consultants, which is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Clear and professional communication is key, especially given the emphasis on written communication skills in the job description.
How to prepare for a job interview at Mason Blake
✨Showcase Your Interpersonal Skills
As a Client Services Manager, strong interpersonal skills are crucial. Be prepared to demonstrate your ability to build and maintain relationships during the interview. Share examples of how you've successfully managed client relationships in the past.
✨Understand the Investment Landscape
Familiarise yourself with current investment trends, economic issues, and the company's position in the market. This knowledge will help you engage in meaningful discussions and show that you're well-informed about the industry.
✨Prepare for Technical Questions
Expect questions related to investment products, index funds, and institutional investment strategies. Brush up on your technical knowledge and be ready to explain complex concepts in a way that clients can understand.
✨Demonstrate Project Management Skills
Since the role involves project management, be ready to discuss your experience in managing multiple tasks and projects. Provide specific examples of how you've successfully handled ad-hoc queries or client requests in a timely manner.
