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- Tasks: Be the go-to person for clients, ensuring their needs are met and portfolios are monitored.
- Company: Fram Search connects top talent with leading boutique asset management firms.
- Benefits: Enjoy a full-time role with opportunities for career progression and autonomy.
- Why this job: Join a dynamic team focused on client satisfaction and impactful investment solutions.
- Qualifications: Experience in client servicing within asset management is essential; strong communication skills are a must.
- Other info: Perfect for those seeking growth in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
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Helping Wealth & Asset Management Firms Hire Top Talent | Wealth (North UK) + Sales, Marketing & Client Services in Asset Management.
Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients. In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team.
In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.
Key Responsibilities:
- Serve as the main liaison for institutional clients, ensuring effective communication and timely responses to inquiries.
- Coordinate client reporting, presentations, and portfolio updates, delivering insights on performance, strategy, and market developments.
- Collaborate with portfolio management, operations, and legal teams to address client needs and support investment mandates.
- Manage client onboarding, transitions, and account maintenance in compliance with internal processes and regulatory standards.
- Monitor and enhance service delivery, identifying opportunities to improve client satisfaction.
Qualifications:
- Proven experience in client servicing or relationship management within asset management, ideally with institutional clients.
- Strong knowledge of investment products, markets, and financial instruments.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Ability to manage multiple client accounts and deliver results in a fast-paced environment.
- and benefits package.
If you\’re passionate about client service feel that your current employer lacks career progression and autonomy, then we\’d love to hear from you!
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Customer Service
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Client Services Manager employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network with professionals in the asset management industry, especially those who work with institutional clients. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture at Fram Search.
✨Tip Number 2
Familiarise yourself with the latest trends in investment products and market developments. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a fast-paced environment.
✨Tip Number 3
Prepare to discuss specific examples of how you've enhanced client satisfaction in previous roles. Highlight your ability to manage multiple accounts and deliver results, as this aligns closely with the responsibilities of the Client Services Manager position.
✨Tip Number 4
Research Fram Search and their approach to client services. Understanding their values and how they support their clients will allow you to tailor your conversations and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Services Manager. Familiarise yourself with the key tasks such as client communication, reporting, and service delivery to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in client servicing or relationship management, particularly within asset management. Use specific examples that demonstrate your ability to manage multiple accounts and deliver results.
Showcase Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your interpersonal skills. Consider including instances where you've successfully liaised with clients or collaborated with teams to meet client needs.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses why you're passionate about client service and how your background aligns with the firm's goals. Mention your understanding of investment products and your commitment to enhancing client satisfaction.
How to prepare for a job interview at Fram Search
✨Know Your Client
Before the interview, research Fram Search and their client base. Understand the specific needs of institutional clients in asset management, as this will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Services Manager, effective communication is key. Prepare examples of how you've successfully managed client relationships in the past, highlighting your ability to convey complex information clearly and respond to inquiries promptly.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss situations where you've identified opportunities to enhance service delivery or improve client satisfaction. This will showcase your proactive approach and ability to think critically under pressure.
✨Familiarise Yourself with Investment Products
Brush up on your knowledge of investment products, markets, and financial instruments. Being able to speak confidently about these topics will not only impress your interviewers but also show that you are well-prepared for the role.
