This is a great opportunity for someone with prior industry experience to become a key part of our UK Pooled Client Management team, focusing on clients that invest in our pooled product range. Along with other established members of this team, you will be responsible for partnering with the Sales Management team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.

Role Responsibilities

How you’ll spend your time…

You will support, and in some cases may own, the ongoing relationship and experience for existing and new pooled fund clients in line with our contractual agreements and Columbia Threadneedle standards. As an Associate Client Manager we expect you to perform many or all of the following responsibilities, either directly or alongside more experienced Client Managers, depending on the nature of the client relationship:

          Pre-win

Help to establish client service intent and map to the firm’s capabilities.Participate in discussions to manage service expectations with the client.Help to identify and begin to investigate/challenge potential service complexities.

Onboarding, implementation and change

Engage internal teams as required and own event from client perspective.Ensure clear understanding of client service intent internally as this evolves.Agree and document proposition with client & internally.Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor etc).Verify that service setup and first deliverables match client expectation.

Ongoing client experience

Support and/or be able to own the ongoing client relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience.Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.Be accountable to the client for the resolution of investment- and service-related issues and changes, coordinating with responsible internal teams to ensure accurate and timely delivery.Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics).Proactively monitor delivery vs service proposition, including sign-off where required for service deliverables, and address areas of inefficiency/performance challenge.Proactively identify client impact due to regulatory/industry change and commission necessary response internally.Proactively identify and drive client specific & thematic improvements to their experience.Conduct periodic service reviews with the client and consult with them to achieve a better client experience.

In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:

Building internal partnerships across our firm to drive better outcomes for our clients and our partners.Working with the team to identify and migrate activities to the relevant centre of expertise.Be a contributor to identifying and driving opportunities for consistency of engagement and delivery across regions.Be a contributor to identifying and driving process efficiencies, simplifying/enhancing controls and designing/providing management information to help us manage our team and client experience more effectively.Contributing to the delivery of strategic change across the team.

Key Capabilities

To be successful in this role you will have…

Prior industry experience.Must be a structured individual with strong workflow management and project management skills.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 strive to achieve a first-class service management function.Ability to make clear decisions and exercise sound judgement.

Desired Capabilities

If you also had this, it would be great…

An understanding of fund management, financial instruments, administration processes.Investment Management Certificate (or equivalent)

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Sales