Client Manager – Institutional
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: London • United Kingdom
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About the role
- You will be a key part of our Institutional Client Management team, focusing on our UK, Insurance and MEA client base.
- Responsible for partnering with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.
- Own the ongoing relationship and experience for existing and new Institutional clients in line with our contractual agreements and Columbia Threadneedle standards.
- Establish client service intent and map to the firm’s capabilities.
- Identify and drive solutions to service needs.
- Manage client engagement throughout events including negotiation of client contractual documentation.
- Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
- Proactively monitor delivery vs service proposition, including sign-off where required for service deliverables.
Requirements
- Established, proven Institutional client relationship management experience, specifically including experience of Segregated mandates.
- Investment management experience including solid understanding of fund management, financial instruments, administration processes, performance analysis and reporting.
- Must be a structured individual.
- Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
- Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
- Good self-organisational and time management skills; ability to work under pressure to short deadlines.
- Drive and enthusiasm demonstrated through striving to achieve a first-class service management function.
- Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process.
Benefits
- Competitive salary
- Flexible working hours
- Professional development opportunities
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
institutional client relationship managementsegregated mandatesinvestment managementfund managementfinancial instrumentsadministration processesperformance analysisreporting
Soft Skills
structured individualteam collaborationlistening skillsassertivenessempathyself-organizationtime managementdecision makingproblem solvingability to work under pressure