Client Service Associate

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.

Position Responsibilities:

• 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 on-boarding 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.

Required Qualifications:

• 3-5 years’ experience working in client services/ relationship manager roles within Investment Management firms only.
• Good knowledge of both public