UK Client Manager – Pooled Funds & ETFs

Ameriprise Financial; Greater London; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading financial services firm in Greater London is seeking a Client Manager for their UK corporate clients. You will manage client relationships and ensure an excellent experience in compliance with firm standards. The ideal candidate possesses strong relationship management skills and knowledge of investment management, particularly with UK mutual fund ranges. This role is critical in fostering client satisfaction and requires collaboration with internal teams to drive successful outcomes. A proven track record in this field is essential.

Qualifications

• Experience with UK and Luxembourg mutual fund ranges.
• Knowledge of Exchange Traded Funds.
• Strong ability to collaborate with others.

Responsibilities

• Manage client engagement and oversee onboarding processes.
• Ensure ongoing client satisfaction and resolve issues.
• Conduct periodic service reviews with clients.

Skills

Corporate pooled client relationship management

Investment management experience

Excellent listening skills

Good self-organisation and time management

Ability to work under pressure

Job description

A leading financial services firm in Greater London is seeking a Client Manager for their UK corporate clients. You will manage client relationships and ensure an excellent experience in compliance with firm standards. The ideal candidate possesses strong relationship management skills and knowledge of investment management, particularly with UK mutual fund ranges. This role is critical in fostering client satisfaction and requires collaboration with internal teams to drive successful outcomes. A proven track record in this field is essential.