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Client Services Manager - Institutional

Client Services Manager - Institutional

Fram Search

Posted 15 hours ago, valid for 23 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

Fram Search is seeking a Client Services Manager for a boutique asset management firm that specializes in institutional clients.
The role requires proven experience in client servicing or relationship management, ideally with institutional clients, and a strong knowledge of investment products and markets.
Key responsibilities include serving as the main liaison for clients, coordinating client reporting, and managing onboarding processes.
The position offers a competitive salary and a comprehensive benefits package, although specific figures are not mentioned.
Candidates looking for career progression and autonomy in a client-centric environment are encouraged to apply.

Client Services
Investor Relations
Institutional Clients

Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients. In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team. In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.Key Responsibilities:

Serve as the main liaison for institutional clients, ensuring effective communication and timely responses to inquiries.
Coordinate client reporting, presentations, and portfolio updates, delivering insights on performance, strategy, and market developments.
Collaborate with portfolio management, operations, and legal teams to address client needs and support investment mandates.
Manage client onboarding, transitions, and account maintenance in compliance with internal processes and regulatory standards.
Monitor and enhance service delivery, identifying opportunities to improve client satisfaction.

Qualifications:

Proven experience in client servicing or relationship management within asset management, ideally with institutional clients.
Strong knowledge of investment products, markets, and financial instruments.
Excellent communication and interpersonal skills, with a client-centric approach.
Ability to manage multiple client accounts and deliver results in a fast-paced environment.
and benefits package.

If you're passionate about client service feel that your current employer lacks career progression and autonomy, then we'd love to hear from you!

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Client Services Manager - Institutional

Financial Planner

Financial Planner

Financial Planner