Client Service Associate in London

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 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. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact.

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. If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement. 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.