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Institutional Client Services Manager
Vor 3 Tagen
Our client is a well-established US investment management house. As they continue their expansion into Europe, they are now seeking an Institutional Client Services Manager to join their team in Frankfurt on a permanent basis.
Facing off to key strategic clients, the Institutional Client Services Manager will take responsibility for the following duties:
• Be the main interface between external clients and internal departments
• Partnering with internal teams to answer queries from clients, advisors and the KVG
• Lead the client meeting cycle, attend and host meetings, and prepare the meeting notes
• Organise and host operational due diligence meetings
• Building strong and trusted relationships with the KVG entities in the region
• Coordinate client communications and client reporting
• Working with the RFP team to deliver DDQs to clients
• Partner with the other teams globally to support the onboarding of new clients
• Identifying opportunities for new projects by assessing the current environment and future business needs
• Making recommendations that contribute towards evolving business priorities
The successful Client Services Professional will meet the following criteria:
- Client focused mind-set and relevant experience within the asset management industry and proven track record of excellent client service.
- 5+ years of experience of working within the local financial industry and has knowledge of the KVG structure and regulatory needs.
- Highly organized, self-driven and committed team player with intellectual curiosity analytical and critical thinking.
- Knowledge of Salesforce CRM.
- Fluent German and English speaking.
This is an excellent opportunity for an experienced Client Services professional looking for a new role with a world-leading organisation.
The company offers a collaborative culture, strong employee benefits and clear career progression.
If you believe your experience meets the criteria, please apply with your CV.
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