Client Services Manager

Fram Search; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading boutique asset management firm is seeking a Client Services Manager to enhance client relationships and ensure exceptional service delivery. The role includes serving as the main contact for institutional clients and managing multiple accounts within a fast-paced environment. Ideal candidates will have strong investment product knowledge and excellent communication skills.

Qualifications

• Proven experience in client servicing or relationship management within asset management.
• Strong knowledge of investment products, markets, and financial instruments.
• Ability to manage multiple client accounts and deliver results.

Responsibilities

• Serve as the main liaison for institutional clients, ensuring effective communication.
• Coordinate client reporting, presentations, and portfolio updates.
• Manage client onboarding, transitions, and account maintenance.

Skills

Client-centric approach

Communication

Interpersonal skills

Job description

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Helping Wealth & Asset Management Firms Hire Top Talent | Wealth (North UK) + Sales, Marketing & Client Services in Asset Management.

Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients. In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team.

In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.

Key Responsibilities:

• Serve as the main liaison for institutional clients, ensuring effective communication and timely responses to inquiries.
• Coordinate client reporting, presentations, and portfolio updates, delivering insights on performance, strategy, and market developments.
• Collaborate with portfolio management, operations, and legal teams to address client needs and support investment mandates.
• Manage client onboarding, transitions, and account maintenance in compliance with internal processes and regulatory standards.
• Monitor and enhance service delivery, identifying opportunities to improve client satisfaction.

Qualifications:

• Proven experience in client servicing or relationship management within asset management, ideally with institutional clients.
• Strong knowledge of investment products, markets, and financial instruments.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to manage multiple client accounts and deliver results in a fast-paced environment.
• and benefits package.

If you're passionate about client service feel that your current employer lacks career progression and autonomy, then we'd love to hear from you!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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