At a Glance
- Tasks: Support client relationships and manage investment transactions for institutional pension schemes.
- Company: Join a global leader in financial services with a collaborative culture.
- Benefits: Competitive salary, flexible working options, and opportunities for career growth.
- Other info: Work in a vibrant team with a focus on inclusivity and personal development.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Experience in asset management or client servicing, strong communication skills, and attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed.
Our reach is expansive with a global team of 2,300 people working together.
Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.
Job Description
Where you’ll fit in & what our team goals are… As an Associate Client Manager within the UK & Irish LDI Client Management team, you will play a key role in delivering exceptional service to a portfolio of institutional pension scheme clients invested in Liability Driven Investment (LDI) solutions.
Working closely with Client Managers, Relationship Managers, Client Directors, Portfolio Managers and operational teams, you will support the day-to-day management of client relationships, helping to ensure client requirements are met accurately, efficiently and in accordance with regulatory and internal standards.
The role provides exposure to a broad range of client servicing activities including client onboarding, cash and collateral management events, mandate changes, agreement reviews, transitions, client reporting and ongoing relationship support.
You will also provide cover for Client Manager activities across the team as required.
- How you’ll spend your time…
- Client Relationship Support - Act as a primary point of contact for a portfolio of UK and Irish LDI clients, with support from senior members of the team where appropriate.
- Build and maintain effective working relationships with clients, investment consultants and internal stakeholders.
- Respond to client queries in a timely and professional manner, ensuring a high standard of client experience.
- Participate in client meetings, trustee meetings and service review meetings where appropriate.
- Support the preparation of meeting materials, presentations and follow-up actions.
- Client Instructions & Transaction Management - Assist in drafting, reviewing and coordinating client instructions relating to: Cash transfers and cash movements, LDI portfolio transactions, Fund switches and rebalancing events, Collateral management activities, Mandate and account changes.
- Coordinate with Portfolio Managers, Trading, Operations, Legal, Client Change and other internal teams to ensure accurate execution of client requests.
- Maintain clear audit trails and ensure all instructions are completed in accordance with internal policies and client agreements.
- Ongoing Client Management - Support onboarding activities for new mandates and additional account openings.
- Assist with agreement amendments, fee changes and client documentation requirements.
- Monitor service levels and help resolve operational issues impacting clients.
- Support periodic client reviews, reporting cycles and regulatory communication requirements.
- Maintain accurate client records across internal systems.
- Team Cover & Collaboration - Provide Client Manager cover during periods of absence, ensuring continuity of service for clients.
- Collaborate closely with colleagues across the UK, Ireland and offshore support teams.
- Contribute to knowledge sharing, process documentation and training activities.
- Support business continuity arrangements and workload management across the wider Client Management team.
- Process Improvement - Proactively identify opportunities to improve client servicing processes and controls.
- Support strategic initiatives, automation projects and operational efficiency programmes.
- Leverage technology solutions, including Copilot and Salesforce, to enhance productivity and client outcomes.
- To be successful in this role you will have…
- Experience within institutional asset management, pensions, investment operations or client servicing.
- Strong organisational skills with the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills.
- High attention to detail and commitment to accuracy.
- Ability to collaborate effectively with a wide range of stakeholders.
- Strong Microsoft Office skills, particularly Excel, Power Point and Outlook.
- If you also had this, it would be great…
- Knowledge of Liability Driven Investment (LDI) strategies and pension schemes.
- Experience of drafting client instructions and coordinating investment-related transactions.
- Understanding of onboarding, KYC/AML and mandate change processes.
- Experience working with consultants, trustees or institutional pension clients.
- Familiarity with Salesforce and other client management systems.
- In‑Office Collaboration
We are a client‑centric, relationship‑based business.
Working together, in‑person, is foundational to how we achieve results.
By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.
Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.
- Full-Time/Part-Time Full time Worker Sub Type Fixed Term (Fixed Term)
- Job Family Group Unclassified
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.
We are committed to fostering an inclusive and performance‑based culture where everyone can belong, grow, contribute and realise their potential.
We appreciate that work‑life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Columbia Threadneedle Investments is an equal opportunity employer.
We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Since 1894, Ameriprise Financial has helped people feel more confident about their financial future.
Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.
Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance & Annuities, we deliver advice, investment and protection solutions designed for long‑term success.
While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.
For you, that means the opportunity to build a meaningful career in a high‑performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.
As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart.
It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise
Financial: Financial planning, advice and wealth management.
- Columbia
- Threadneedle
Investments: Global asset management serving individual, institutional and corporate clients.
River Source Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.
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Associate Client Manager - 12 month FTC employer: Threadneedle group
Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of the financial sector. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to data-driven decision-making that empowers them to make a meaningful impact in investment analytics. With a focus on teamwork and global connectivity, this role provides a unique chance to grow within a leading investment firm while contributing to cutting-edge data solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Client Manager - 12 month FTC
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Threadneedle group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Threadneedle group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Threadneedle group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Associate Client Manager - 12 month FTC
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Threadneedle group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Threadneedle group how you can be a team player!
How to prepare for a job interview at Threadneedle group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Threadneedle group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Threadneedle group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
