Associate Director/ Director- Client Service Manager

Baring Investment Services Limited; Charlotte (NC); Presencial; USD 90 000 - 135 000; Tempo integral

Resumo da oferta

Barings in Charlotte, NC, is seeking a Client Service Manager to support institutional clients as a trusted partner across Distribution, Operations, Legal/Compliance, Investments, and other internal teams. You will own day-to-day client needs and ensure end-to-end service delivery.

The role emphasizes relationship management, proactive issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings’ value proposition.

Qualificações

• 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 and engage with clients and colleagues empathetically.
• 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.
• 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.

Responsabilidades

• Partner with Onboarding and cross-functional stakeholders to ensure a smooth onboarding experience for new clients and escalate issues promptly.
• Develop and maintain a strong understanding of assigned clients and deliver superior service while identifying opportunities to enhance the client experience.
• Coordinate resolution of complex client inquiries related to accounting, regulatory reporting, performance, cash flow activity, and legal documentation.
• Maintain updated client data and service records in CRM (Client360) and align with the client relationship team on issues and developments.
• Deliver client communications related to events, reporting updates, product enhancements, operational changes, and firm announcements in coordination with Distribution, Investments, Product, Marketing, Legal and Compliance.
• Attend client meetings virtually and in person, coordinating agenda and materials, and hosting discussions and takeaways with distribution and investment teams.

Conhecimentos

Asset management experience

Relationship management

Cross-functional collaboration

Issue resolution

Client servicing

Proactive service

Emotional intelligence

Attention to detail

Communication (oral/written)

Ferramentas

Excel

PowerPoint

Word

Salesforce CRM

Descrição da oferta de emprego

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.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

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 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.

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

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