Client Experience Manager – Financial Services

Barings; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

EAP

Fertility benefits

401(k) with company match

Job summary

Barings in Charlotte, NC is seeking a Client Service Manager to serve as a trusted partner and primary contact for institutional and retail clients, handling day-to-day administrative needs and coordinating with internal teams to ensure exceptional service delivery.

The role requires strong relationship management, cross-functional collaboration, and the ability to learn retail client investment processes with a client-first mindset and proactive issue resolution.

Qualifications

• Experience in asset management, retail investment practices, or management consulting supporting financial services.
• Experience servicing retail investors such as Investment Platforms, Family Offices, RIAs, etc.
• Demonstrates high emotional intelligence with empathy and solutions orientation.
• Basic technical knowledge of fixed income, multi-asset, and alternative strategies.
• Proven ability to coordinate across cross-functional teams and address complex client servicing needs.
• Excellent written and verbal communication; ability to simplify investments and reporting concepts.
• Proficiency in Excel, PowerPoint, and Word; Salesforce preferred.
• Highly organized with ability to manage competing priorities under deadline pressure.

Responsibilities

• Partner with Client Onboarding and stakeholders to ensure smooth onboarding and escalate issues promptly.
• Understand assigned clients and work with partners to deliver superior service and strengthen relationships.
• Coordinate resolution of complex client inquiries across accounting, regulatory reporting, performance, cash flow, and legal docs.
• Maintain client data and interactions in CRM system Client360 for transparent teamwork.
• Deliver client communications on events, reporting updates, product changes, and firm announcements with cross-team messaging.
• Attend client meetings (virtual/in-person) and prepare materials; lead takeaways with relevant teams.
• Maintain ongoing dialogue with clients; share progress on firm initiatives and developments.
• Support strategic projects to improve the client experience across Barings' US client base.

Skills

Asset management experience

Retail investment practices

Cross-functional collaboration

Client relationship management

Spanish language (preferred)

Tools

Excel

PowerPoint

Word

Salesforce

Job description

Barings in Charlotte, NC is seeking a Client Service Manager to serve as a trusted partner and primary contact for institutional and retail clients, handling day-to-day administrative needs and coordinating with internal teams to ensure exceptional service delivery.

The role requires strong relationship management, cross-functional collaboration, and the ability to learn retail client investment processes with a client-first mindset and proactive issue resolution.