Client Services Manager

City of London
02 Oct 2019

Client Services Manager with experience across Asset Management

  • Key Responsibilities
  • Provide an efficient and effective service and sales support service to one or more Client Director's and their portfolio of clients. You will act as a mentor to the wider team
  • Develop and maintain exceptional level of relationship and sales support to clients on
  • behalf of Client Director's, acting as the first port of call for a client in their absence Own and co-ordinate the successful resolution of client enquiries, liaising and utilising expertise from around the business
  • Provide high level technical support, demonstrating an understanding of a client's decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats
  • Identify and follow up on leads and sales opportunities with the intention of maximising revenue
  • You will become a mentor for one or more of your team. You will assist with their training and development and also become an additional escalation point
  • You will be responsible for reviewing and signing off draft instructions for the team and your peers
  • Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise
  • Essential knowledge and skills:
  • IMC Qualfied
  • Experience within the investment management industry including providing an exceptional level of client service and sales support
  • Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
  • Institutional client experience
  • Strong work flow management experience
  • Strong overall Investment knowledge including an understanding of the different investment vehicle options, experience with Pension and Insurance clients is desired

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

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