About the Organisation
A leading international financial services group specialising in asset servicing and investment support solutions. The company works with clients across asset management, insurance, pensions, banking, private equity, real estate, and corporate sectors. With a strong global presence across Europe, the Americas, and Asia, the organisation provides services such as execution, clearing, foreign exchange, securities lending, custody, depositary, fund administration, distribution support, middle office outsourcing, and issuer services.
Why Join Us
- We’re committed to professional growth, collaboration, and excellence in client service. Employees benefit from:
- Supportive leadership focused on coaching and career development
- Opportunities to work with industry-leading professionals
- The ability to make a meaningful and lasting impact
- A dynamic, collaborative, and high-performing environment
- Comprehensive training in financial services
- Flexible working arrangements
Role Overview
The Senior Client Relationship Manager will manage a portfolio of institutional clients, ensuring the delivery of high-quality, professional services and maintaining strong relationships across multiple business lines.
Key Responsibilities
- Serve as the main point of contact for an assigned portfolio of clients.
- Organise and attend regular client review meetings and calls.
- Resolve client queries promptly and effectively.
- Develop an understanding of client needs, identifying potential service enhancements or additional offerings.
- Attend client board meetings, coordinating attendance from relevant internal teams and ensuring follow-up on action items.
- Keep clients informed about new products and services.
- Keep senior management updated on key client matters and developments.
- Support clients in launching new funds or services.
- Ensure all required documentation is in place for each client relationship.
- Collaborate with internal departments to identify and resolve operational issues.
- Contribute to local and global projects, as required.
- Build and maintain strong relationships internally and externally to support client satisfaction and retention.
Key Skills & Experience
- Minimum of 5 years’ experience in a client relationship management role within the funds or asset servicing industry.
- Proven experience leading and presenting at client or board meetings.
- In-depth knowledge of at least one of the following areas: fund accounting, transfer agency, custody, trustee, or financial reporting.
- Solid understanding of regulatory developments impacting the funds industry.
- Strong project management abilities.
- Degree in business or a related discipline (professional qualifications an advantage).
- Fluency in an additional European language, such as French, is an asset.
Personal Attributes
- Excellent interpersonal and networking skills, with experience engaging clients and senior stakeholders.
- Strong communication, presentation, and negotiation capabilities.
- Focused on risk management and mitigation.
- Highly organised, with strong time management and attention to detail.
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