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- Tasks: Manage client relationships and ensure excellent service for UK corporate pooled fund clients.
- Company: Join a leading investment firm with a focus on client satisfaction.
- Benefits: Gain valuable experience in client management and professional development opportunities.
- Why this job: Be the key point of contact for clients and make a real impact on their experience.
- Qualifications: Experience in client relationship management and strong communication skills.
- Other info: Dynamic role with opportunities to work alongside experienced professionals.
The predicted salary is between 36000 - 60000 £ per year.
You will be a key part of our Pooled Client Management team, focusing on our UK client base and will be responsible for partnering with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.
You will own the ongoing relationship and experience for existing and new UK based Corporate pooled fund and ETF clients in line with our contractual agreements and Columbia Threadneedle standards. As a Client Manager we expect you to be able to perform many, or all, of the following responsibilities, primarily for our larger and/or more complex client relationships. You will do this often as the lead Client Manager but also in support of other more experienced team members:
- Pre-win
- Establish client service intent and map to the firm’s capabilities.
- Establish & start to manage service expectations with the client.
- Identify and begin to investigate/challenge potential service complexities.
- Start to identify and drive solutions to service needs.
- Manage client engagement throughout event including negotiation of client contractual documentation in partnership with our contracting experts.
- Engage internal teams as required and own event from client perspective.
- Ensure clear understanding of client service intent internally as this evolves.
- Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally.
- Agree and document proposition with client & internally.
- Provide / set up provision of required (e.g. regulatory) information to client.
- Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor etc.).
- Verify that service setup and first deliverables match client expectation.
- Be able to own the ongoing client relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience.
- Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
- Be accountable to the client for the resolution of investment- and service-related issues and changes, coordinating with responsible internal teams to ensure accurate and timely delivery.
- Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics).
- Proactively monitor delivery vs service proposition, including sign-off where required for service deliverables, and address areas of inefficiency/performance challenge.
- Proactively identify client impact due to regulatory/industry change and commission necessary response internally.
- Proactively identify and drive client specific & thematic improvements to their experience.
- Conduct periodic service reviews with the client and consult with them to achieve a better client experience.
In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:
- Key Capabilities
- Corporate pooled client relationship management experience, including experience of UK and Luxembourg based mutual fund ranges (both managed portfolios and single strategy), Management Companies.
Client Manager (UK Wholesale) - 15 Month Fixed Term Contract in London employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager (UK Wholesale) - 15 Month Fixed Term Contract in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their service offerings and think about how you can enhance client relationships. This will show you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with managing complex client relationships. Highlight your problem-solving skills and how you've navigated challenges in the past—this is key for a Client Manager role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're keen on joining our team and contributing to our client management goals.
We think you need these skills to ace Client Manager (UK Wholesale) - 15 Month Fixed Term Contract in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Manager role. Highlight your experience with client relationships and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Communication Skills: As a Client Manager, communication is key! Use your application to demonstrate your ability to engage with clients and internal teams. Share examples of how you've successfully navigated complex situations or resolved issues in the past.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key achievements stand out. This will help us quickly see why you're a great fit for the role!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Threadneedle group
✨Know Your Clients
Before the interview, research the company’s UK client base and their specific needs. Understanding the nuances of corporate pooled funds and ETFs will help you demonstrate your knowledge and show that you're ready to manage those relationships effectively.
✨Showcase Your Communication Skills
As a Client Manager, communication is key. Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss how you’ve navigated complex situations and ensured client satisfaction, as this will highlight your ability to engage with clients effectively.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've identified service complexities and driven solutions. During the interview, share these experiences to illustrate your proactive approach and ability to resolve issues, which is crucial for maintaining strong client relationships.
✨Align with Company Values
Familiarise yourself with Columbia Threadneedle's standards and values. Be prepared to discuss how your personal values align with theirs, especially regarding client service intent and relationship management. This will show that you’re not just a fit for the role, but also for the company culture.
