At a Glance
- Tasks: Support client relationships and assist the Sales team in business development activities.
- Company: Join Manulife, a leading international financial services provider with a diverse culture.
- Benefits: Enjoy a competitive salary, hybrid work, health benefits, and generous paid time off.
- Other info: Be part of a dynamic team focused on continuous improvement and career growth.
- Why this job: Make a real impact by managing client portfolios and enhancing service quality.
- Qualifications: 3-5 years in client services within investment management; knowledge of public and private markets.
The predicted salary is between 76275 - 137295 £ per year.
Overview
Investment Management: Client service professional across public and private markets, capable of servicing client relationships (across both separate accounts and institutional fund buyers). Provides sales support to the EMEA Sales team in all aspects of their prospecting for new clients/accounts. Be responsible for onboarding any mandates/accounts won and act as the main ongoing servicing contact for the client through the lifespan of the client relationship.
Responsibilities
- SALES/DISTRIBUTION SUPPORT: Partner with the Sales team in all aspects of their business development activities to ensure all goals are being achieved. Act as a backup to Sales in all client/prospect matters. Have or develop an in-depth understanding of Manulife Investment Management’s full range of investment capabilities to be able to engage directly with clients and prospects. Host client meetings in the absence of the Sales (where required). Be responsible for servicing a portfolio of client relationships. Conduct thorough meeting preparation; research each client/prospect in advance of each meeting, coordinate prep calls, prepare briefing notes and all follow-ups. Prepare and customize materials for client review and prospect meetings. Adhere to all compliance guidelines including the use of pre-approved and custom marketing materials. Oversee RFP submissions; liaise with the RFP team, ensure RFP deadlines and requirements are met, review RFPs for accuracy of content. Document and ensure all sales and client service activities are tracked in the firm’s CRM system. Work closely with the Sales team to develop prospect target lists. Create and distribute targeted emails containing necessary marketing collateral to further drive business development opportunities.
- CLIENT SERVICES: Project manage client onboarding and account closure process (IMA’s, Guidelines, KYC/AML, Welcome Package etc.). Serve as an internal point of contact for an assigned list of Client portfolios; responding to inquiries and service requests (contributions, redemptions, transitions, consultant and audit requests, contract amendments, etc.). Collaborate with internal (sales, portfolio management, trading, legal, compliance, operations) and external (clients, transition managers, consultants, record keepers, custodians) partners to deliver products, resolve operational issues and provide high quality service to clients. Ensure all service and contractual client requirements are met in accordance with client guidelines and expectations. Prepare and review client reports and other monthly/quarterly/annual deliverables. Maintain client legal files and account plans.
- SALES ACTIVITY: Be responsible for actively assessing and pursuing cross-selling opportunities for those invested clients within EMEA where you are the Relationship Manager.
- OTHER DUTIES: Provide feedback where applicable in relation to continuous improvement in our operating model. Participate in team projects to build and enhance internal procedures in accordance with industry best practices. Assist with compiling metrics and produce reporting to senior management as required. Source and circulate relevant industry and channel specific news, publications, updates, etc. Ad-hoc projects as required.
Qualifications
3-5 years’ experience working in client services/relationship manager roles within Investment Management firms only. Good knowledge of both public & private markets. Thorough understanding of business models, distribution channels, products and systems.
About Manulife
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our website.
Manulife is an Equal Opportunity Employer. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
Location & Compensation
Referenced Salary Location: London, UK. Working Arrangement: Hybrid. Salary range is expected to be between £76,275.00 GBP - £137,295.00 GBP. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Manulife offers eligible employees a market competitive benefits package, including health, dental, short- and long-term disability, life insurance coverage, and employee/family assistance plans. We also offer eligible employees various retirement savings plans, along with a generous paid time off program that includes holidays, vacation, personal, and sick days.
Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Client Service Associate employer: Manulife Insurance Malaysia
Manulife is an exceptional employer that prioritises employee growth and well-being, offering a hybrid working arrangement in the vibrant city of London. With a strong commitment to diversity and inclusion, employees benefit from a competitive salary, comprehensive health and retirement plans, and ample opportunities for professional development in a supportive environment. Join us to be part of a dynamic team where your contributions are valued and you can truly make a difference in clients' lives.
Contact Details:
Manulife Insurance Malaysia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Get to know the company inside out! Research Manulife's investment capabilities and recent news. This will help you engage confidently during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to referrals, which can be a game-changer for landing the job.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your experience aligns with the responsibilities of the Client Service Associate role. Practise your answers so you can showcase your skills and knowledge effortlessly.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation. It’s a great way to reinforce your interest in the position and keep you top of mind for the hiring team.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Know Your Stuff:Before you start writing, make sure you understand the role inside out. Dive into the job description and highlight key responsibilities and qualifications. This will help us see how your experience aligns with what we're looking for.
Tailor Your Application:Don’t just send a generic CV and cover letter. Personalise your application to reflect the specific skills and experiences that match the Client Service Associate role. We love seeing how you can bring value to our team!
Show Your Passion:Let your enthusiasm shine through in your application! Share why you're excited about the opportunity to work with us at Manulife and how you can contribute to our mission. A little personality goes a long way!
Apply Through Our Website:We recommend applying directly through our website for the best chance of getting noticed. It’s super easy and ensures your application lands in the right hands. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Manulife Insurance Malaysia
✨Know Your Clients
Before the interview, research the company’s client base and their investment strategies. Understanding who they serve and how you can contribute to those relationships will show your commitment and readiness to step into the Client Service Associate role.
✨Master the Art of Preparation
Prepare for the interview by creating a list of potential questions related to client service and sales support. Think about your past experiences and how they align with the responsibilities outlined in the job description. Practising your responses will help you articulate your thoughts clearly during the interview.
✨Showcase Your Team Spirit
Since this role involves collaborating with various teams, be ready to discuss examples of how you've successfully worked with others in the past. Highlight your ability to partner with sales teams and manage client relationships effectively, as this will demonstrate your fit for the position.
✨Be Ready for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and guidelines. Be prepared to discuss how you ensure adherence to compliance standards in your previous roles, as this will reassure the interviewers of your capability to handle sensitive client information responsibly.
