Client Services Manager

JR United Kingdom; City Of London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A globally recognized investment management firm is searching for a proactive Client Service Manager (DACH) to enhance their relationship management team. This role focuses on managing DACH-based institutional clients, ensuring exceptional service delivery, and collaborating with multiple teams. Ideal candidates should have 5+ years of experience in client service, fluency in German, and a solid financial background.

Benefits

Competitive employee benefits

Clear career progression

Collaborative company culture

Qualifications

• 5+ years experience in institutional client service or relationship management.
• Fluent in both English and German with exceptional communication skills.
• Strong understanding of investment operations and account transitions.

Responsibilities

• Lead and coordinate onboarding of new institutional accounts.
• Act as primary point of contact for operational matters.
• Customize and manage client reporting solutions.

Skills

Client Service

Problem Solving

Negotiation

Communication

Organisational Skills

Education

Academic background in Finance, Economics, or related field

CFA or MBA advantageous

Tools

CRM tools

Microsoft Office

Job description

Social network you want to login/join with:

Client Services Manager, london (city of london)

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Client:

Bruin

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

An esteemed international investment management firm is seeking a highly capable and proactive Client Service Manager (DACH) to join their relationship management team. This is a high-impact role supporting a sophisticated portfolio of DACH-based institutional and wholesale clients across multiple asset classes.

The Client Service Manager (DACH) will act as the liaison for key accounts, playing a vital role in onboarding, relationship servicing, and internal coordination to ensure a seamless and personalised client experience.

Key Responsibilities of the Client Service Manager (DACH):

• Lead and coordinate the onboarding of new institutional accounts, working closely with sales, legal, compliance, and investment teams.
• Act as the primary point of contact for operational matters, ensuring exceptional service delivery and swift issue resolution.
• Oversee review and negotiation processes for investment guidelines, contracts, and regulatory documentation.
• Collaborate with product and portfolio management to resolve guideline-related queries.
• Customise and manage client reporting solutions, ensuring accuracy and alignment with unique client requirements.
• Maintain up-to-date records in the CRM system, track transitions and feedback, and drive post-funding improvement initiatives.
• Facilitate communication of investment changes and product enhancements with clients and internal stakeholders.
• Support client meeting preparation and attend in-person or virtual meetings as required.
• Work cross-functionally with global transitions, compliance, legal, operations, and reporting teams to deliver a best-in-class client experience.

The Client Service Manager (DACH) will meet the following criteria:

• Proven experience in institutional client service or relationship management within asset or investment management (5+ years).
• Strong understanding of investment operations, account transitions, and regulatory documentation.
• Fluent in both English and German, with exceptional written and verbal communication skills.
• Detail-oriented with strong organisational and project management skills.
• Comfortable managing high volumes of complex information across multiple stakeholders.
• Ability to influence, negotiate, and problem-solve in a fast-paced environment.
• Familiarity with CRM tools and Microsoft Office; willingness to learn new systems quickly.
• Academic background in Finance, Economics, or related field; CFA or MBA advantageous.

This is an excellent opportunity with a highly respected and globally recognised investment manager.

The company offers clear career progression, a collaborative company culture and competitive employee benefits.

If you believe your experience aligns with the criteria, please apply with your CV. Please do not apply for this role if you are not fluent in German.