Strategic Client Manager - Asset Management

Oxford Economics Group; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading global research provider is seeking dedicated professionals for Account Management in London. The role focuses on client engagement, ensuring clients fully leverage research services, and building long-lasting relationships. Candidates must have a Bachelor's degree, 2+ years in account management, and strong communication skills. Familiarity with financial markets and CRM tools like Salesforce is preferred. This position provides opportunities for growth within the asset management space.

Qualifications

• 2+ years of experience in account management, client success, or relationship management in a B2B environment.
• Strong interest in financial markets, macroeconomics, or investment research.
• Experience working with institutional asset management clients preferred.
• Familiarity with macroeconomic research platforms or subscription-based services preferred.

Responsibilities

• Serve as the primary contact for a portfolio of institutional asset management clients.
• Lead onboarding and deliver tailored training to ensure client satisfaction.
• Maintain proactive communication to monitor client health.
• Track contract lifecycles and develop proactive renewal strategies.
• Use Salesforce to log client interactions and track metrics.

Skills

Interpersonal skills

Communication skills

Organizational skills

Proactivity

Interest in financial markets

Education

Bachelor’s degree in Finance, Economics, Business, or related discipline

Tools

Salesforce

Job description

A leading global research provider is seeking dedicated professionals for Account Management in London. The role focuses on client engagement, ensuring clients fully leverage research services, and building long-lasting relationships. Candidates must have a Bachelor's degree, 2+ years in account management, and strong communication skills. Familiarity with financial markets and CRM tools like Salesforce is preferred. This position provides opportunities for growth within the asset management space.