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Client Services Manager – UCITS – Financial Services - CRM - PE/2778

£45k P/A
Start date:


Client services Manager required on a permanent basis for my London based financial services client. The function provides a focus point, both internally and externally, for the services of the firm to a certain number of its clients. This position is directly responsible for the client satisfaction for those relationships and is also responsible for the timely and accurate delivery of information. This position is acting as the first escalation point for any service queries of the relevant clients.

The role is based in London you will work closely with the internal business areas. Experience in the operations of investment management would be useful.

Some key role deliverables are:
• Work with the business areas to develop client tailored solutions to ensure operational activity can be as efficient as possible without compromising service quality while maintaining a low risk profile
• Establish a close, monitored dialogue with client administrators and other influential third parties.
• Maintain at all times contact lists, a central log of running actions and potential client issues and escalate to RM if KPI’s are being missed due to non-performance of delegates
• Ensure that adequate legal agreements are in place to cover services and risks.
• Ensure sound coordination of document updates

Entry Level
** Knowledge of UCITS market and Regulations
** Knowledge of broader financial markets and products
** Previous experience of within CRM, Client Service, Project Management and / or Sales functions preferred
** Strong Client Relationship Management, Sales and/or Project Management background
** Able to develop strong customer relationships (internal/external)

Experienced Level
** Ability to tailor services and to grow relationships with different cultural backgrounds
** Ability to prepare and deliver fund industry related presentations
** Networking skills
** Ability to follow / agree project plans and to deliver projects on time
** Proven track record in respect of Organic / New business growth

Please note your CV will not be submitted for this or any other role without your prior approval.
SQ Computer Personnel Limited acts as both an Employment Agency and Employment Business.
Peter Springett
Contact Email:
020 8463 0555

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