Job Description:
We are working on an exciting new role for a client manager to join a leading investment firm in Edinburgh. This is a varied position which will primarily focus on client services, overseeing third-party agents and managing their service levels, but also involve distribution support, various project work, and process improvement initiatives.
We are actively seeking applications from individuals with demonstrable experience in an asset servicing firm, emphasizing Transfer Agency.
Skills/Experience:
* Experience in distribution and customer relationship management within an asset management business, covering institutional clients and wholesale distribution partnerships across various product types (e.g., UCITS, OEIC, private and public markets).
* Ability to communicate process changes effectively and collaborate across different functions.
* Commitment to quality, timely outcomes, managing objectives, and delivering results aligned with corporate and individual goals.
* Team player with a willingness to challenge and be challenged.
* Ability to work with colleagues at all seniority levels.
* Capability to work independently, multi-task, and meet strict deadlines.
* Proficient in MS Office Suite (including Word, Excel, Outlook, and Co-pilot).
* Experience from an asset servicing firm with an emphasis on Transfer Agency.
* Understanding of the client experience in asset servicing and how to achieve excellence.
* Awareness of the regulatory environment across multiple jurisdictions, including UCITS and OEICs.
Core Responsibilities:
* Oversee and manage service levels and performance of Transfer Agency.
* Coordinate responses to client requests via email or through internal teams.
* Liaise between investors and relevant teams to resolve queries related to investor instructions and dealings.
* Stay updated on regulatory developments and adjust policies accordingly.
* Identify and implement process improvements to enhance team efficiency.
* Communicate issues internally and escalate as necessary on behalf of clients.
* Contribute to regulatory projects and initiatives, such as Consumer Duty requirements.
Benefits:
* Highly competitive salary
* Wider benefits package
Core-Asset Consulting is an equal opportunities employer and welcomes applications from all backgrounds, regardless of age, disability, gender, race, sexual orientation, religion, or marital status.
Job reference: 16080
Applicants must be eligible to work in the UK in accordance with immigration laws.
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Core-Asset Consulting provides recruitment services across asset management, finance, asset servicing, legal, and other financial sectors in Scotland.
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