Client Account Manager (Funds) London

Carne; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment management firm in London is seeking a Client Account Manager to enhance client relationships in the funds sector. This role demands strong experience in the UK funds industry and effective communication skills, with a focus on delivering excellent service. You will be responsible for managing multiple institutional clients, driving service excellence, and ensuring adherence to regulatory frameworks. Join a dynamic team dedicated to innovation and high-quality client service in a rewarding environment.

Qualifications

• 5-7 years in the UK funds industry, ideally within asset servicing or investment management.
• Strong exposure to UK-domiciled funds and familiarity with FCA regulations.
• Proven track record in a client-facing role managing multiple institutional clients.

Responsibilities

• Lead initiatives to enhance client experience across all touchpoints.
• Build and maintain trusted client relationships through proactive engagement.
• Monitor industry and regulatory developments, advising clients on potential impacts.

Skills

Client-centric focus

Effective Communication

Drive and Motivation

Resilience

Education

Recognized professional qualification (e.g., IMC, CFA, ACCA)

Relevant third-level degree

Tools

Microsoft 365

Job description

Vacancy Name

Client Account Manager (Funds) London

Location City

London

Employment Type

Permanent

Department

Client Operations

Description

Exciting new opportunity in our UK ACD for a funds professional looking for a new role in our Client Relationship Management team in Carne Group.

In this role, you will be responsible for managing and enhancing the client relationship and overall experience. You will be the primary point of contact for clients and internal stakeholders, ensuring seamless communication and collaboration. The Client Relationship Manager will oversee service quality, performance management, and issue resolution, while driving efficient, streamlined processes that deliver exceptional client outcomes.

What are the minimum requirements you need for the role?

• 5-7 years in the UK funds industry, ideally within asset servicing or investment management.
• Strong exposure to UK-domiciled funds (OEICs, Unit Trusts, Investment Trusts) and familiarity with FCA regulations.
• Experience working with other funds, including Irish and Luxembourg would be an advantage.
• Proven track record in a client-facing role managing multiple institutional clients.
• Ability to lead strategic client engagements, resolve complex queries, and drive service excellence.
• Deep understanding of UK industry practices, including regulatory frameworks (FCA, PRA) and market trends.
• Experience in one or more of the following areas highly desirable:
  • Depositary Services
  • Fund Accounting & Administration
  • Investment Management Operations
  • Compliance & Regulatory Reporting
• Understanding of all elements of NAV production.
• Proficiency in Microsoft 365.
• Recognized professional qualification (e.g., IMC, CFA, ACCA or equivalent) or relevant third-level degree.

What is your role and your responsibilities?

• Lead initiatives to enhance client experience, ensuring consistent, high-quality service across all touchpoints.
• Build and maintain trusted client relationships through timely responses and proactive engagement, including scheduled service calls, onsite visits, and participation in client meetings.
• Monitor industry and regulatory developments, advising clients on potential impacts and supporting necessary adjustments.
• Resolve client issues promptly, escalating to senior management when appropriate.
• Address persistent service issues by challenging delegates, identifying gaps, proposing solutions, and guiding improvements through constructive dialogue.
• <>Collaborate with internal teams including Onboarding, Risk Monitoring, Valuations, Distribution and Sales & Product Development, and to align on client and industry requirements.
• Contribute to strategic planning for Client Service Management, driving initiatives that enhance client experience and improve productivity.

What Competencies do you require?

• Client-centric focus Motivated by customer-facing environments, understanding their needs, and providing a good service.
• Effective Communication Communicates effectively, engaging with others in a warm and professional manner.
• Drive and Motivation Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this.
• Quality Motivated to produce accurate, quality, and timely work output.
• Adaptability Adapts approach and responds effectively to different situations, people and new opportunities.
• Strategic Focus (Problem-Solving) Thinks strategically, thrives on innovation, considers the wider picture to identify new approaches to enhance business impact.
• Resilience Works well managing competing priorities, bounces back quickly from setbacks in a positive and constructive manner.
• Learning Mindset Curiosity to learn and understand key factors, new techniques or technologies affecting their work.
• Planning and organising Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term.

Who is Carne Group?

Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies. Together with a large team of industry specialists, Carne serves more than 650+ traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands.

Excellence and innovation are central to Carne's work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients. Whilst working with Carne, you will be provided with opportunities to develop your skills and experience by working in a dynamic, innovative, and multicultural environment where exciting careers are built.

We love hearing from anyone who is enthusiastic about changing the asset management industry. Not sure if you meet all the requirements? Let us decide! Research shows that members of other under-represented groups tend not apply to jobs when they think they may not meet every qualification, when in fact, they do! At Carne we are committed to creating a diverse and inclusive environment and strongly encourage you to apply.