Client Account Manager - Funds (London)

Overview

We have an exciting opportunity for an experienced funds professional to join our Client Relationship Management team, supporting clients across multiple jurisdictions and fund structures. This role sits within the Carne Group’s UK office and works closely with our Management Companies, ACD, and the broader asset servicing environment.

What are the minimum requirements you need for the role?

• 5–7 years in the Global funds industry, ideally within asset servicing, Management Company, ACD or investment management environments
• Strong exposure to one or more regulated fund structures, such as:
  • Ireland (UCITS, AIFs)
• Proven experience in a client‑facing relationship or service management role, managing multiple clients
• Ability to lead strategic client engagements, resolve complex queries, and drive service excellence.
• Solid understanding of fund governance, regulatory frameworks and industry best practice across one or more jurisdictions
• Experience in one or more of the following areas highly desirable:
  • Depositary Services
  • Investment Management Operations
  • Compliance, Risk or Regulatory Reporting
• Proficiency in Microsoft 365
• Recognized professional qualification (e.g., IMC, CFA, ACCA or equivalent) or relevant third-level degree.

What is your role and your responsibilities?

• Lead initiatives to enhance client experience, ensuring consistent, high-quality service across all touchpoints.
• Build and maintain trusted client relationships through timely responses and proactive engagement, including scheduled service calls, onsite visits, and participation in client meetings.
• Monitor industry and regulatory developments, advising clients on potential impacts and supporting necessary adjustments.
• Resolve client issues promptly, escalating to senior management when appropriate.
• Deliver clear, insightful reporting, combining data with meaningful commentary for Management Company / Board reporting.
• Represent the firm at Fund Board meetings, presenting key activities and escalating relevant matters.
• Address persistent service issues by challenging delegates, identifying gaps, proposing solutions, and guiding improvements through constructive dialogue.
• Collaborate with internal teams—Onboarding, Risk Monitoring, Sales & Product Development, and Operations—to align on client and industry requirements.
• Contribute to strategic planning for Client Service Management, driving initiatives that enhance client experience and improve productivity.

What Competencies do you require?

Client‑centric focus: Motivated by customer‑facing environments, understanding their needs, and providing a good service.

Effective Communication: Communicates effectively, engaging with others in a warm and professional manner.

Drive and Motivation: Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this.

Quality: Motivated to produce accurate, quality, and timely work output.

Adaptability: Adapts approach and responds effectively to different situations, people and new opportunities.

Strategic Focus (Problem‑Solving): Thinks strategically, thrives on innovation, considers the wider picture to identify new approaches to enhance business impact.

Resilience: Works well managing competing priorities, bounces back quickly from setbacks in a positive and constructive manner.

Learning Mindset: Curiosity to learn and understand key factors, new techniques or technologies affecting their work.

Planning and Organising: Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term.

Company Profile

Carne Group specializes in the funds industry, supporting over 650 traditional and alternative asset management clients across key jurisdictions including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and the Channel Islands.