Advisory Services Manager ( Client Services Manager ) in London
Advisory Services Manager ( Client Services Manager )

Advisory Services Manager ( Client Services Manager ) in London

London Full-Time 80000 - 100000 ÂŁ / year (est.) No home office possible
Federated Hermes Limited

At a Glance

  • Tasks: Manage advisory clients and ensure seamless onboarding and ongoing support.
  • Company: Join a global leader in responsible investment management with a collaborative culture.
  • Benefits: Flexible working arrangements, competitive salary, and opportunities for professional growth.
  • Why this job: Make a real impact in the financial services sector while building valuable relationships.
  • Qualifications: 15+ years in investment management and strong communication skills required.
  • Other info: Diversity and inclusion are at our core; we welcome all applicants.

The predicted salary is between 80000 - 100000 ÂŁ per year.

Location – London

About Federated Hermes; Federated Hermes, Inc. is a global leader in active, responsible investment management, with $902.6B in assets under management, as of December, 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed income, alternative/private markets, multi-asset and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide.

Main Function of the role: The Advisory Services Manager supports the advisor to include managing the segregated advisory clients, including separate accounts and sub-advised accounts, and pooled products across equity and fixed income markets. The Advisory Services Manager is the primary point of contact for advisory clients spanning the full client lifecycle—from negotiation of the Investment Management Agreement (IMA) through account onboarding and ongoing servicing. The Advisory Services Manager ensures that complex account structures are established accurately and efficiently, while proactively addressing client-specific service requirements and expectations. This role also serves as the foundational support for Portfolio Management teams for pooled products to include development, implementation of product changes, and ongoing management. This role partners closely with internal stakeholders across Investments, Operations, Legal, Compliance, and Distribution to ensure effective management of the investment advisory functions.

Key task and responsibilities:

  • Key point of contact for advisory clients, particularly in relation to:
  • Investment Management Agreements (IMAs)
  • Client-specific information requests
  • Investment reporting and ad hoc investment enquiries
  • Operational enquiries
  • Legal, compliance, and regulatory questions
  • Portfolio management and investment strategy discussions
  • Negotiate and manage the Investment Management Agreement (IMA) for advisory accounts, ensuring all requirements are structured to corporate standards, and that portfolio management and compliance teams are fully informed, and ongoing investment guideline changes are effectively implemented.
  • Onboard new advisory client accounts to the specifications agreed upon in the IMA.
  • Provide ongoing support to Portfolio Management teams in managing issues related to advisory accounts or pooled products, including client-specific requirements and operational considerations.
  • Oversee all client communications, ensuring information delivered to advisory clients is accurate, consistent, coherent, and provided within agreed service-level timeframes.
  • Lead the onboarding and portfolio transition processes for new advisory clients, coordinating across internal teams to ensure seamless implementation.
  • Collaborate with the Client Reporting team to ensure the timely and high-quality delivery of investment reporting for advisory clients.
  • Coordinate and contribute to Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), Audit requests, Compliance attestations and Onsite and remote operational due diligence reviews.
  • Investigate and resolve operational errors or compliance breaches, including escalation and reporting to Operational Risk, and communication with clients where required.
  • Represent the advisory client internally and actively participate in client-related discussions, initiatives, and decision-making processes.
  • Harmonize with the Global Advisory Management (GAM) team in the US on process enhancements, automation, integration and product support.
  • Partner with Sales to support client servicing, retention, and growth initiatives.
  • Experience Required:

    • Bachelor’s degree (or equivalent experience) with concentration in Business, Finance or Economics.
    • Preferred post graduate degree in business related area; MBA or law.
    • ESG/socially responsible investment or research experience.
    • Financial industry product development/integration experience.
    • Product management, financial services or fund management experience.
    • High level management capability amongst internal and external peers.
    • Investment company and advisory company understanding.
    • Investment or financial services industry knowledge.
    • Knowledge of investment management, product management skills.
    • Ability to manage complex investment product and projects from development, through implementation, and forward.
    • Foreign language beneficial.

    Minimum Requirements:

    • Minimum 15+ years Investment Management experience in order to demonstrate the skills, knowledge and competencies required.

    Candidate Profile:

    • Excellent presentation and written communication skills.
    • Attention to detail.
    • Self-motivated and collaborative team player.
    • Ability to work with all levels of management.
    • Relationship building skills with colleagues and clients.
    • Strong analytical skills.

    Diversity, Inclusion and Flexible Working: We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability. We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying. We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector. We are a Disability Confident Employer and participate in the “Offer of Interview” scheme, intended to actively encourage applications from people with a disability or long-term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888. You do not need to share details of your disability or long-term condition. If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888 to discuss the support you need.

    Advisory Services Manager ( Client Services Manager ) in London employer: Federated Hermes Limited

    Federated Hermes is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to diversity, inclusion, and employee growth, we provide ample opportunities for professional development and career advancement, alongside a flexible working culture that respects individual needs. Join us to be part of a global leader in responsible investment management, where your contributions will make a meaningful impact on our clients and the wider community.
    Federated Hermes Limited

    Contact Detail:

    Federated Hermes Limited Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Advisory Services Manager ( Client Services Manager ) in London

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at Federated Hermes!

    ✨Tip Number 2

    Prepare for those interviews! Research Federated Hermes thoroughly—know their values, recent news, and how they operate. Tailor your answers to show how your experience aligns with their needs, especially in advisory services.

    ✨Tip Number 3

    Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the Advisory Services Manager role.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Federated Hermes.

    We think you need these skills to ace Advisory Services Manager ( Client Services Manager ) in London

    Client Relationship Management
    Investment Management Agreements (IMAs)
    Portfolio Management
    Operational Risk Management
    Financial Industry Knowledge
    Product Management
    Analytical Skills
    Communication Skills
    Attention to Detail
    Negotiation Skills
    Project Management
    Collaboration Skills
    Problem-Solving Skills
    ESG/Socially Responsible Investment Knowledge
    Team Leadership

    Some tips for your application 🫡

    Tailor Your Application: Make sure to customise your CV and cover letter for the Advisory Services Manager role. Highlight your relevant experience in investment management and client servicing, as this will show us you understand what we're looking for.

    Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. Use professional language but let your personality shine through – we want to see the real you!

    Highlight Relevant Experience: Don’t forget to emphasise your 15+ years of investment management experience. Share specific examples of how you've managed complex accounts or worked with advisory clients, as this will demonstrate your capability to handle the responsibilities of the role.

    Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you can ensure it reaches the right people and you’ll be one step closer to joining our team at Federated Hermes!

    How to prepare for a job interview at Federated Hermes Limited

    ✨Know Your Stuff

    Make sure you have a solid understanding of investment management and the specific responsibilities of an Advisory Services Manager. Brush up on key concepts related to IMAs, client servicing, and portfolio management. This will help you answer questions confidently and show that you're genuinely interested in the role.

    ✨Showcase Your Experience

    Prepare to discuss your 15+ years of experience in investment management. Highlight specific projects or challenges you've faced, especially those involving client relationships and complex account structures. Use examples that demonstrate your analytical skills and ability to manage multiple stakeholders.

    ✨Ask Insightful Questions

    Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client servicing and how they handle compliance and operational challenges. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.

    ✨Be Yourself

    While it's important to be professional, don't forget to let your personality shine through. The role requires strong relationship-building skills, so being authentic can help you connect with the interviewers. Share your passion for responsible investment management and how you can contribute to their mission.

    Advisory Services Manager ( Client Services Manager ) in London
    Federated Hermes Limited
    Location: London

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