Client Service Director, Institutional Services

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

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.