Senior Client Experience Manager, Asset Management

Barings; Charlotte (NC); On-site; CAD 124,000 - 179,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) Plan

HSA contributions

Education assistance

Commuter reimbursement

Job summary

Barings seeks a Senior Associate, Client Service Manager to serve as a trusted partner for institutional and retail clients. You will resolve day-to-day administrative and operational client needs and collaborate with Distribution, Operations, Legal/Compliance, Investments, and other internal teams to ensure end-to-end service delivery.

The role requires relationship management, proactive issue resolution, and the ability to anticipate client needs while identifying service improvements that

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.
• High emotional intelligence with ability to build trust and engage with clients and colleagues.
• 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 skills and ability to simplify complex concepts.
• Proficient in Excel, PowerPoint, and Word; CRM tools (Salesforce) preferred.
• Highly organized with strong prioritization under deadline pressure.

Responsibilities

• Partner with Client Onboarding and stakeholders to ensure a smooth onboarding for new clients.
• Develop and maintain understanding of assigned clients and deliver superior service.
• Manage and coordinate resolution of complex client inquiries across accounting, regulatory reporting, and operations.
• Maintain client data and service records in CRM (Client360).
• Deliver client communications on events, reporting updates, and product changes; coordinate messaging with teams.
• Attend client meetings virtually and in person; prepare materials and host meetings.
• Maintain proactive dialogue with clients and share updates on progress and initiatives.
• Support broader Barings U.S. client base as part of the Client Experience team.

Skills

Relationship management

Cross-functional collaboration

Client service

Excellent communication

Excel

PowerPoint

Word

Tools

Salesforce

Client360

Job description

Barings seeks a Senior Associate, Client Service Manager to serve as a trusted partner for institutional and retail clients. You will resolve day-to-day administrative and operational client needs and collaborate with Distribution, Operations, Legal/Compliance, Investments, and other internal teams to ensure end-to-end service delivery.

The role requires relationship management, proactive issue resolution, and the ability to anticipate client needs while identifying service improvements that