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- Tasks: Join our client governance team to manage client services and oversee third-party agents.
- Company: Be part of a leading investment firm in Edinburgh, known for its innovative approach.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package.
- Why this job: This role offers diverse tasks, a collaborative culture, and the chance to make a real impact.
- Qualifications: Experience in asset management or servicing, with strong communication and multitasking skills required.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Job Description: We are working on an exciting new role for a client manager to join the client governance team at a leading investment firm in Edinburgh. This is a varied position focusing on client services, overseeing third-party agents, managing their service levels, and involving in distribution support, project work, and process improvements. We are seeking applications from individuals with experience in an asset management or asset servicing firm, particularly in client services or overseeing transfer agents. Skills/Experience: Experience in distribution and customer relationship management within an asset management business, covering institutional clients and wholesale distribution across various product types (e.g., UCITS, OEIC, private and public markets). Ability to communicate process changes and collaborate across functions to support Client Governance objectives. Commitment to quality, timely outcomes, and achieving objectives. Team player willing to challenge and be challenged. Ability to work independently, multi-task, and meet deadlines. Proficiency in MS Office Suite (Word, Excel, Outlook). Experience from an asset management or asset servicing firm with a focus on client servicing. Understanding of the client experience in asset management/asset servicing and regulatory environments across jurisdictions. Core Responsibilities: Manage service levels and performance of transfer agents. Coordinate responses to client requests via email or internal teams. Resolve queries related to investor instructions and dealings. Stay informed of regulatory developments and update policies accordingly. Identify and implement process improvements for efficiency. Communicate issues internally and escalate as needed. Participate in regulatory projects and initiatives, including evolving requirements like Consumer Duty. Benefits: Highly competitive salary Wider benefits package Core-Asset Consulting is an equal opportunities employer. We welcome applications from all backgrounds. #J-18808-Ljbffr
Client Manager employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in asset management. Understanding the regulatory landscape will not only help you in interviews but also demonstrate your commitment to staying informed, which is crucial for a Client Manager role.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work in client services or governance. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or managed client relationships in previous roles. Being able to articulate your experience with tangible results will set you apart from other candidates.
✨Tip Number 4
Showcase your proficiency in MS Office Suite by being ready to discuss how you've used these tools to enhance your work efficiency. Highlighting your technical skills can give you an edge, especially in a role that requires multitasking and managing various projects.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, particularly within asset management or servicing firms. Emphasise your skills in managing relationships with institutional clients and your familiarity with various product types.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your understanding of client governance objectives and how your previous experiences align with the responsibilities outlined in the job description.
Showcase Relevant Skills: Highlight your proficiency in MS Office Suite and any experience you have with regulatory environments. Mention specific examples where you've successfully communicated process changes or implemented improvements in client services.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and commitment to quality outcomes.
How to prepare for a job interview at Core-Asset Consulting
✨Showcase Your Client Management Experience
Be prepared to discuss your previous roles in client services, especially within asset management. Highlight specific examples where you successfully managed client relationships or improved service levels.
✨Demonstrate Your Understanding of Regulatory Environments
Familiarise yourself with the regulatory landscape relevant to asset management and servicing. Be ready to explain how you've navigated these regulations in past roles and how you can apply that knowledge in this position.
✨Emphasise Your Teamwork Skills
This role requires collaboration across various functions. Share examples of how you've worked effectively in teams, particularly when facing challenges or implementing process improvements.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you've had to resolve client queries or manage service level issues, and be ready to walk through your thought process and actions taken.
