Client Manager - Institutional

 Location: London
 Salary: 
 Job type: Permanent
 Closes: closed

The UK is their most mature market and the Client Service team provide a service to clients run on a Segregated and Pooled basis.

 

As a Client Manager you will be an integral part of the Client Services team and take responsibility for important clients invested in segregated, pooled or alternative investment strategies.  Key responsibilities within the role include:

 

  • Managing and responding to client queries in a professional manner
  • Proactively communicating with clients and arranging client service review meetings as required
  • Working effectively internally to ensure client needs are met
  • Taking responsibility for client lifecycle events including take-ions, change or terminations
  • Managing client documentation (IMAs, Distribution Agreements)
  • Overseeing client reporting and invoicing
  • Maintenance of CRM and logging of breaches and complaints
  • Working closely with Client Directors to ensure they are briefed on all client activity

 

For this role my client is seeking an individual with a track record in client relationship management within a Fund Management environment.  Solid understanding of institutional account structures and strong knowledge of investment markets and their regulations is required.  You will be joining an established team who have a strong senior manager and a nice working culture which is built around team work and client focus.

client management client relations

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie


Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.