At a Glance
- Tasks: Drive client value and retention while managing the complete client lifecycle.
- Company: High-growth capital markets Fintech firm with a collaborative culture.
- Benefits: Genuine career progression, competitive salary, and dynamic work environment.
- Other info: Opportunity to work with leading financial institutions and enhance operational efficiency.
- Why this job: Join a strategic role that combines technical expertise with client relationship management.
- Qualifications: Extensive collateral management experience and strong interpersonal skills required.
The predicted salary is between 60000 - 80000 £ per year.
Our client is a high-growth capital markets Fintech firm. They provide advanced, automated solutions that support some of the world's leading financial institutions, helping to streamline complex operational processes and improve efficiency across global markets. Due to continued success and expansion, the business is expanding its Customer Success Team and requires an experienced collateral management operations professional with the ability to continuously improve client relationships and ensure maximum utilization of the product provided.
The successful applicant will have extensive collateral management experience and the ability to build and maintain client relationships and encourage maximum adoption of a vendor product. This is an exciting opportunity to join a collaborative and actively expanding organisation that can offer genuine career progression. You will interact with all areas of the business internally and build relationships at all levels of seniority within each client.
THE ROLE: This is a key strategic role within the Client Success Team, responsible for driving client value and retention across our most profitable product line. The position requires deep expertise in collateral management operations combined with strong client-facing skills and the ability to manage competing priorities in a dynamic, fast-paced environment. You will be responsible for ensuring all Collateral clients receive exceptional service while maintaining and growing Annual Recurring Revenue (ARR). This includes oversight of the complete client lifecycle from onboarding through expansion and renewal, proactively identifying risks to client health, and working cross-functionally with Sales, Business Solutions, and Product teams to deliver solutions that drive business value and adoption.
The role combines technical operations knowledge with strategic account management. Day-to-day responsibilities span service delivery, client support and escalations, relationship management, and representing client needs back into the product development cycle. This is an ideal opportunity for someone with strong collateral management expertise who wants to move from operational roles into strategic, client-facing account ownership. Reporting to the Global Customer Success Director, you will manage a portfolio of key Collateral clients and collaborate with a skilled support and onboarding team to deliver outcomes that exceed expectations and build long-term partnerships with our most strategic accounts.
DUTIES & RESPONSIBILITIES:
- Become a Collateral SME to support existing clients and grow adoption across the client base.
- Primary point of contact throughout the customer lifecycle, developing relationships with key stakeholders and maintaining a focus on driving business value through to renewal.
- Primary focus on Annual Recurring Revenue (ARR) maintenance for each client, covering both existing clients that are live and new clients that are onboarding to the service.
- Create/own reporting of each client's Collateral product usage.
- Own regular service reviews with all Collateral related clients and relevant teams, and join onboarding calls where required.
- Work closely with Sales and Business Solutions teams on handover of new services to be onboarded, and oversee this with the client onboarding team.
- Build relationships with all external parties, such as the triparty agents, to support and grow our customer base.
- Work closely with Business Solutions and Product Development teams to represent the voice of the client and initial requirements for enhancements, and be able to articulate the roadmap and statuses of enhancement requests to clients at all times.
- Working knowledge of other relevant areas to direct client inquiries and support cross-selling efforts.
SKILLS, KNOWLEDGE & ATTRIBUTES REQUIRED:
- Several years of demonstrable Collateral Management Operations experience in the context of Securities Lending and/or Repo trading.
- Excellent communications and interpersonal skills, with the ability to build rapport and credibility with clients.
- Excellent problem-solving abilities and a proactive, client-centric approach.
- Proactively maintain customer relationships to evaluate customer health, promoting adoption and utilization through to renewal.
- Ability and willingness to converse with people at all levels within the business, including Executive stakeholder management.
- Comfort using AI-powered productivity to enhance efficiency in client communication, reporting, data analysis, and research.
Collateral Management Client Relationship Manager in City of London employer: James Joseph Associates Limited
Join a dynamic and rapidly growing Fintech firm that champions innovation in capital markets. With a strong focus on employee development, our collaborative work culture fosters meaningful relationships and offers exceptional career progression opportunities. Located in a vibrant financial hub, we provide our team with the tools and support needed to excel in their roles while making a significant impact on client success.
Contact Details:
James Joseph Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Collateral Management Client Relationship Manager in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Show your expertise! When you get the chance to chat with potential employers, make sure to highlight your collateral management experience. Share specific examples of how you've improved client relationships or driven product adoption in past roles.
✨Tip Number 3
Be proactive! If you see a job that fits, don’t wait for the perfect moment. Apply through our website and follow up with a friendly email. Let them know you’re excited about the opportunity and ready to bring your skills to the table.
✨Tip Number 4
Prepare for interviews by researching the company and its products. Understand their client base and think about how you can add value. Being knowledgeable will impress interviewers and show that you’re genuinely interested in the role.
We think you need these skills to ace Collateral Management Client Relationship Manager in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Collateral Management Client Relationship Manager. Highlight your collateral management experience and any client-facing roles you've had. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your experience can help us drive client value. Be sure to mention specific achievements that demonstrate your ability to build and maintain client relationships.
Showcase Your Problem-Solving Skills:In your application, don’t forget to highlight your problem-solving abilities. We’re looking for someone who can proactively identify risks and come up with solutions. Share examples of how you've tackled challenges in previous roles!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you get the best experience possible. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at James Joseph Associates Limited
✨Know Your Collateral Management Inside Out
Make sure you brush up on your collateral management operations knowledge. Be prepared to discuss specific scenarios from your past experience, especially in Securities Lending and Repo trading. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Build Rapport with Your Interviewers
Since this role involves a lot of client interaction, practice your interpersonal skills. Try to connect with your interviewers by asking insightful questions about their experiences and the company culture. This will demonstrate your ability to build relationships, which is crucial for the position.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles. Highlight your proactive approach to maintaining customer relationships and how you’ve driven adoption of products. This will illustrate your capability to manage competing priorities in a fast-paced environment.
✨Familiarise Yourself with AI Tools
Since the job mentions using AI-powered productivity tools, it’s a good idea to research and understand how these tools can enhance client communication and reporting. Being able to discuss how you would leverage technology to improve efficiency will set you apart from other candidates.
