About the Company
Our client is a highly respected investment management firm known for its collaborative culture, high professional standards, and commitment to exceptional client service. The firm partners with institutional and private clients, delivering tailored investment solutions across a range of strategies.
The Opportunity
We are seeking an experienced Client Support Manager to lead a dynamic team within the Client function. You will play a key role in ensuring the highest standards of client service, marketing material accuracy, and operational excellence.
Key Responsibilities
* Lead and mentor a small team of Client Service Associates
* Oversee the production and quality control of client and marketing materials, ensuring accuracy and timeliness.
* You will work closely with Relationship Managers, Marketing, Investments, and Operations teams to deliver top-quality materials, insights, and service to clients and prospects.
* Partner with internal teams to ensure all client communications and fund information meet compliance and brand standards.
* Manage updates to presentations, factsheets, and reports, ensuring consistency across strategies.
* Drive continuous improvement of processes, materials, and reporting tools.
* Support Relationship Managers with client onboarding, bespoke documentation, and reporting.
* Ensure CRM data integrity and coordination with third-party platforms and custodians.
About You
* 10 years plus experience in asset management in client services.
* Absolutely essential experience is managing a team with direct reportees.
* Solid understanding of multi-asset investment products and client reporting processes.
* Strong communication and relationship-building skills across internal and external stakeholders.
* Intellectually rigorous and analytical. Interrogates data and spots mistakes.
* Client focused - anticipates the requirements of the client (whether they be internal or external) understands and has demonstrated how these can be delivered.
* IMC or CFA qualification (or progress towards) preferred.
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.