Senior Client Experience Manager, Institutional Services

Baring Investment Services Limited; Charlotte (NC); On-site; USD 90,000 - 135,000; Full time

Job summary

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.

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 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.

Responsibilities

• 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.

Skills

Asset management experience

Relationship management

Cross-functional collaboration

Issue resolution

Client servicing

Proactive service

Emotional intelligence

Attention to detail

Communication (oral/written)

Tools

Excel

PowerPoint

Word

Salesforce CRM

Job description

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.