At a Glance
- Tasks: Be the go-to person for client queries and onboarding new clients.
- Company: Join a global investment management firm known for its client-first approach.
- Benefits: Enjoy competitive pay, bonuses, and opportunities for professional growth.
- Why this job: Make a real impact in a respected firm while developing your skills in finance.
- Qualifications: Bachelor's degree and 2-8 years in financial services, preferably asset management.
- Other info: Fluency in multiple languages is a plus; we value diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a Global Investment Management firm, renowned for their client-centric approach. Due to continued business success, they are now looking to recruit a Client Service Manager to join their high-performing Client Services team on a permanent basis.
Reporting directly to the Head of Client Service, the Client Service Manager will take on the following dynamic responsibilities:
- Be a main point of contact to answer queries and facilitate the completion of requests across pooled and segregated account clients.
- Take charge of the on boarding of new clients and coordinate investment flows requests.
- Record activities in a timely manner via the required technologies in the firm’s CRM system.
- Accomplish strategy execution for key clients with appropriate utilisation of firm resources through collaboration with Relationship Managers.
- Develop and retain knowledge of market dynamics and share feedback within the firm.
The ideal candidate for this role will possess the following skillset:
- Bachelor’s degree in Business or a related field.
- 2-8 years’ experience within financial services, preferably Asset Management.
- Broad knowledge of CRM and workflow systems, such as ServiceNow.
- Ability to speak multiple languages is desired.
- Unwavering commitment to client service excellence.
This presents a remarkable opportunity for an ambitious Client Services professional to make a substantial impact within a respected Investment Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
If your experience resonates with the outlined criteria, please submit your CV for consideration.
Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”
Apply for this job
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Client Service Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and client service. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in client service roles. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your problem-solving skills and ability to handle complex requests, as these are crucial for the Client Service Manager role.
✨Tip Number 4
If you have experience with CRM systems like ServiceNow, be ready to talk about it. Share how you've used such tools to enhance client interactions and streamline processes, as this will align well with the job requirements.
We think you need these skills to ace Client Service Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and financial services. Emphasise any roles where you managed client relationships or worked with CRM systems, as these are crucial for the Client Service Manager position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service excellence. Mention specific examples of how you've successfully managed client queries or onboarding processes in previous roles to demonstrate your suitability for the job.
Highlight Relevant Skills: In your application, clearly outline your skills related to CRM systems and your ability to work collaboratively with teams. If you speak multiple languages, make sure to mention this as it is a desired skill for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are key traits for a Client Service Manager.
How to prepare for a job interview at Mason Blake
✨Know Your Client Service Fundamentals
Brush up on the key principles of client service, especially in the context of investment management. Be prepared to discuss how you would handle client queries and requests effectively, showcasing your commitment to client service excellence.
✨Familiarise Yourself with CRM Systems
Since the role requires knowledge of CRM and workflow systems, make sure you understand how these tools work. If you have experience with ServiceNow or similar platforms, be ready to share specific examples of how you've used them to enhance client interactions.
✨Demonstrate Market Knowledge
Stay updated on current market dynamics relevant to asset management. During the interview, share insights or trends you've noticed and how they could impact client strategies, showing that you can contribute valuable feedback within the firm.
✨Highlight Your Multilingual Skills
If you speak multiple languages, make sure to mention this during your interview. Explain how your language skills can help in building relationships with diverse clients and enhancing communication within the team.