Client Manager - UK Institutional

 Location: Edinburgh
 Salary: Attractive Salary
 Job type: Permanent
 Closes: closed

Meraki Talent’s client is currently seeking an experienced Client Manager to join their UK Institutional Client Services team on a permanent basis.  Our client is a leading Global Asset Management business which has the scale and presence to offer a range of investment capabilities to meet the needs of a diverse client base.  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 Service Instituonal Client Pooled Funds Segregated Funds

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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Andrew Welsh

Andrew is the founding director of Meraki Talent. He has been recruiting within the UK's financial sector since 2001 and is responsible for senior and strategic hiring for our clients.