Senior Client Service Manager: Onboarding & Experience

Barings LLC; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401(k) with company match

Employee Assistance Program (EAP)

Commuter Reimbursement

Job summary

Barings LLC in Charlotte, NC is seeking a Senior Associate, Client Service Manager to lead day‑to‑day client service for institutional and retail clients. You will partner with Distribution, Operations, Legal/Compliance, Investments, and other teams to ensure end‑to‑end service excellence.

The ideal candidate will manage complex inquiries, maintain CRM records, and deliver timely, accurate communications. A client‑first mindset and proactive issue resolution are essential for strengthening

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 the ability to build trust and engage with clients.
• Basic knowledge of fixed income, multi-asset, and alternative strategies.
• Coordinate across cross-functional teams to address client needs.
• Excellent written and verbal communication skills for diverse audiences.
• Proficient in Excel, PowerPoint, and Word; Salesforce experience preferred.
• Highly organized, detail oriented, and able to manage competing priorities under deadline.
• Spanish language ability preferred but not required.

Responsibilities

• Partner with Client Onboarding and stakeholders for smooth onboarding of new clients.
• Understand assigned clients and deliver superior service with internal partners.
• Coordinate resolution of complex client inquiries across operations, accounting, and reporting.
• Maintain client data and service records in CRM Client360.
• Deliver client communications on events, updates, and product changes with cross‑team collaboration.
• Attend client meetings virtually and in person, manage agendas and takeaways.
• Prepare materials and host operational due diligence meetings.
• Maintain proactive dialogue with clients about strategic progress and developments.
• Support broader Client Experience initiatives and share best practices across Barings.

Skills

Asset management

Retail clients

Cross-functional collaboration

Excel

PowerPoint

CRM tools

Tools

Salesforce

Job description

Barings LLC in Charlotte, NC is seeking a Senior Associate, Client Service Manager to lead day‑to‑day client service for institutional and retail clients. You will partner with Distribution, Operations, Legal/Compliance, Investments, and other teams to ensure end‑to‑end service excellence.

The ideal candidate will manage complex inquiries, maintain CRM records, and deliver timely, accurate communications. A client‑first mindset and proactive issue resolution are essential for strengthening