Client Manager, Loan Closing
Client Manager, Loan Closing

Client Manager, Loan Closing

Full-Time 60000 - 75000 ÂŁ / year (est.) No home office possible
IQ-EQ

At a Glance

  • Tasks: Lead high-quality trade settlement services and manage a global team of analysts.
  • Company: Join a leading Investor Services group with a commitment to sustainability and innovation.
  • Benefits: Competitive salary, private health cover, flexible working, and 25 days annual leave.
  • Other info: Diverse culture with opportunities for career growth and professional development.
  • Why this job: Make an impact in a fast-paced financial environment while developing your leadership skills.
  • Qualifications: Third-level qualification in Business and experience in trade settlements or loan operations.

The predicted salary is between 60000 - 75000 ÂŁ per year.

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in‑house experts. Above all, what makes us different is our people.

Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

Job Description

You will lead the delivery of high‑quality trade settlement services to a portfolio of clients, managing a team across global delivery locations. Acting as a subject matter expert, you will oversee complex trade settlement activity, ensure operational excellence, and maintain strong relationships with clients, counterparties, and internal stakeholders. This role combines technical expertise, people leadership, and client management in a fast‑paced financial services environment.

What you will do

  • You will oversee a portfolio of trade settlement clients, ensuring accurate, timely, and high‑quality service delivery in line with agreed service levels.
  • You will manage and develop a team of Loan Settlement Analysts and Senior Loan Settlement Analysts, monitoring quality, efficiency, and workload allocation.
  • You will act as the primary escalation point and subject matter expert for trade settlements, supporting teams and clients with issue resolution.
  • You will proactively liaise with clients, counterparties, agents, and treasury teams to ensure smooth settlement execution and funding readiness.
  • You will review, delegate, and sign off settlement activity, ensuring accurate system input, reporting, and month‑end deliverables.
  • You will develop and enhance procedures and training materials, driving knowledge transfer, process improvement, and risk mitigation.

What we offer

  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile.
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP.
  • Annual leave: our employees are entitled to 25 days paid leave plus all Ireland public holidays.
  • Enhanced maternity and paternity, including shared parental leave and adoption leave.
  • Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work‑life blend.

Qualifications

  • You have a third‑level qualification in Business or a related discipline and several years’ experience in trade settlements, loan operations, or corporate lending.
  • You have strong working knowledge of trade settlement platforms and market tools such as ClearPar, Bloomberg, and loan administration systems (Allvue advantageous).
  • You’ll have experience with LSTA / LMA settlement markets (preferred).
  • You have experience managing or supporting teams, with the ability to delegate effectively and maintain high quality standards.
  • You bring excellent communication, stakeholder management, and problem‑solving skills, with a strong commercial mindset.

Additional Information

Our commitment to sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long‑term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues.

Client Manager, Loan Closing employer: IQ-EQ

As a leading Investor Services group, we pride ourselves on our commitment to employee wellbeing and professional growth, offering comprehensive remuneration packages, flexible working arrangements, and extensive training programmes. Our inclusive work culture fosters collaboration and innovation, empowering our diverse workforce of over 5,800 individuals to thrive in a dynamic financial services environment. Join us in delivering exceptional client solutions while contributing to our sustainability goals and making a meaningful impact in the investment sector.
IQ-EQ

Contact Detail:

IQ-EQ Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Manager, Loan Closing

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise in trade settlements.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of trade settlement platforms and market tools. Be ready to discuss your experience managing teams and delivering high-quality service, as these are key aspects of the Client Manager role.

✨Tip Number 3

Showcase your problem-solving skills during interviews. Think of specific examples where you've resolved complex issues in trade settlements or improved processes. This will demonstrate your ability to handle challenges effectively.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our commitment to excellence.

We think you need these skills to ace Client Manager, Loan Closing

Trade Settlement Expertise
Client Management
Team Leadership
Operational Excellence
Issue Resolution
Stakeholder Management
Communication Skills
Problem-Solving Skills
Knowledge of Trade Settlement Platforms
Experience with LSTA / LMA Settlement Markets
Process Improvement
Risk Mitigation
Training Development
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Client Manager role. Highlight your experience in trade settlements and client management, and don’t forget to mention any relevant tools you’ve used like ClearPar or Bloomberg.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the investment sector and how your skills align with our commitment to delivering high-quality services. Keep it concise but impactful!

Showcase Your Team Leadership Skills: Since this role involves managing a team, be sure to highlight your leadership experience. Share examples of how you've successfully led teams, resolved issues, and maintained high standards in service delivery.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at IQ-EQ

✨Know Your Trade Settlements

Make sure you brush up on your knowledge of trade settlement platforms and market tools like ClearPar and Bloomberg. Being able to discuss these confidently will show that you’re not just familiar with the processes but also understand the technical aspects that are crucial for the role.

✨Showcase Your Leadership Skills

Since this role involves managing a team, be prepared to share examples of how you've successfully led teams in the past. Highlight your ability to delegate effectively and maintain high-quality standards, as well as any experience you have in training or developing team members.

✨Communicate Clearly

Strong communication skills are key in this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex issues. Be ready to demonstrate how you’ve managed stakeholder relationships and resolved problems in previous roles.

✨Emphasise Your Client Management Experience

This job is all about building strong relationships with clients. Prepare to discuss specific instances where you’ve successfully liaised with clients or counterparties to ensure smooth operations. Showing that you can maintain and enhance client relationships will set you apart.

Client Manager, Loan Closing
IQ-EQ

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