Associate Director/ Director- Client Service Manager

Barings LLC; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Barings is seeking a Client Service Manager in Charlotte, NC to serve as a trusted liaison for institutional clients. You will coordinate onboarding, ensure accurate data in CRM, and work with Distribution, Operations, Legal/Compliance, Investments to deliver exceptional end-to-end service.

The role requires strong relationship management, cross-functional collaboration, and the ability to translate complex investment and reporting concepts into clear client communications.

Qualifications

• Experience in asset management or management consulting supporting financial services.
• Experience servicing institutional investors such as Corporate Pensions, Public Pensions, Insurance Companies, etc.
• Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions-oriented manner.
• Basic technical knowledge of fixed income, multi asset, and alternative strategies.
• Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.
• Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.
• Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.
• Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.

Responsibilities

• Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.
• Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.
• Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
• Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.
• Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
• Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams.
• Coordinate, prepare materials, and host operational due diligence meetings.
• Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm’s progress, strategic initiatives, and other organizational developments.
• Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings’ broader U.S. client base as part of a collaborative Client Experience team.

Skills

Experience in asset management or mgmt

Experience servicing institutional for

Emotional intelligence

CRM tools Salesforce

Excel PowerPoint Word proficiency

Excellent written and verbal comms

Strong organizational skills

Tools

Salesforce

Microsoft Office

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

Title: Client Service Manager

Business Unit: Global Client Group

Location: Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary We are seeking a Client Service Manager with experience supporting institutional clients. This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day to day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end to end service delivery. Success in this role requires strong relationship management capabilities, excellent cross functional collaboration skills, and a working understanding or ability to quickly learn retail client investment processes and needs. The ideal candidate brings a client first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings’ value proposition.

Primary Responsibilities

• Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.
• Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.
• Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
• Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.
• Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Complianceon appropriate messaging and delivery.
• Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams.
• Coordinate, prepare materials, and host operational due diligence meetings.
• Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm’s progress, strategic initiatives, and other organizational developments.
• Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings’ broader U.S. client base as part of a collaborative Client Experience team.

Qualifications

• Experience in asset management or management consulting supporting financial services.
• Experience servicing institutional investors such as Corporate Pensions, Public Pensions, Insurance Companies, etc.
• Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions-oriented manner.
• Basic technical knowledge of fixed income, multi asset, and alternative strategies.
• Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.
• Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.
• Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.
• Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.

#LI-JS1 Requisite Skills Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including:

• CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• FINANCIAL WELL-BEING
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance
• TIME OFF, DISABILITY AND LEAVE OF ABSENCE
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• OTHER BENEFITS Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service. Our team-driven culture is based on transparency, responsibility and putting our clients’ interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors’ capital over the long term is an essential component of our lasting partnerships.

Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service. As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.