Client Services Manager
vor 2 Wochen
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Overall Purpose of Role
The main purpose of this role is to be responsible for the successful resolution of day-to-day administrative and operational client queries, acting as the key daily contact point for designated clients in Switzerland, France and Italy.
This will require commitment and accountability for the success of regular client interactions, as well as responsiveness and strong communication with each client and the sales/ relationship manager. It will also require effective liaison with business partners across Barings, to leverage expertise and meet client expectations and deadlines.
Principal Responsibilities
Client Service
Work closely with sales/ relationship managers to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels.Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including sales, CPM, product management, client reporting, onboarding, investor relations, legal, compliance and GTD as needed to resolve.Partner with the relevant teams throughout the process to onboard new clients/ distributors by proactively staying informed of progress and working alongside the teams to ensure smooth process and resolution of any issues.Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely.Deliver client communications on regular and key events, working with internal business partners including sales, CPM, product management, marketing, communications, legal and compliance to agree messaging and timing. Examples include:Client reportingNon-investment personnel changesOrganisation changes/ developmentsWebinar invitationsShareholder noticesEnsure Client 360 and Salesforce are updated with all relevant client data, information and interaction, alongside proactive communication with sales/ relationship team on issues, opportunities and developments. Maintain accurate client distribution lists.Distribute client reporting to agreed timings and using appropriate suite of reports. Ensure demand management process is followed for all new or enhanced reporting requests.Attend client meetings and conference calls when required, coordinating the agenda and materials when agreed with sales/ investment partners. Coordinate prepare and host client operational due diligence meetings.Provide client service coverage for Barings' client base as needed to support colleagues in the Client Service Group.Responsible for office administrative tasks including processing of invoices, post, office supplies and office maintenance.Client Profitability
Oversee client service levels - coordinate initial assessment, monitor on an ongoing basis through client 360 database, utilise agreed demand management process for additional servicing requests and escalate issues related to changes in client service levels.Strategic Projects
Contribute proactively to plans and projects to improve client experience and engagement.Qualifications
4-5 years of experience in a previous Client Service role within Asset ManagementExperience of providing excellent client service to clients in Switzerland and France is preferable, as well as Italian clients but not essentialFrench language speaker essential. Italian preferableEducated to Bachelor degree level, IMC advantegous but not essentialGood understanding of investment products and conceptsStrong interpersonal, written and verbal communication skillsAbility to work in a deadline driven environment and complete tasks that have high visibilityDemonstrated initiative in problem solving and successful project managementA desire to make an impact as part of a newly established function and a fast-paced and collaborative team environmentExperience with Salesforce CRM advantegous but not essential#LI-JB1Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
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