Client Services Manager, Fund Platform

This role requires significant experience of the UK Funds Dealing Process and will provide dedicated operational support to existing institutional clients and will assist the sales teams to attract and on board new clients on to the platform.

Our client is a boutique funds platform and they are looking to attract an experienced client services manager to join their fast growing office in London. This role requires significant experience of the UK Funds Dealing Process and will provide dedicated operational support to existing institutional clients and will assist the sales teams to attract and on board new clients on to the platform.

In this role, you will act as the conduit between the client (asset managers, banks, fund managers and transfer agents) and across the firm internally to ensure that agreed service levels are met and are fully compliant. Candidates MUST come from a mutual funds based operational background from either a third party administrator, Transfer Agent, Asset Manager or a fund platform administration team before moving within a client servicing capacity.

Candidates will demonstrate strong interpersonal and communicational skills with gravitas to lead client meetings acting as the operational subject matter expert for institutional clients. Along with your client servicing responsibilities, you will also get involved in assisting the Sales team attract new clients by leading new client presentations acting as the operational subject matter experience as well as leading the negotiation of SLAs and KPIs for new clients for example.

Working in a high profiled client servicing capacity, there will be opportunities to also present platform demonstrations and lead training workshops for existing and prospective clients requiring candidates to demonstrate a strong client-focused mind set coupled with proven problem solving skills.

Working in a collaborative and consultative business, new ideas are encouraged and recognised and there are many opportunities to propose and implement process improvements and to add value within this role. It is essential that candidates will come from an institutional client & Funds Platform environment and will have a detailed understanding of the UK Funds Dealing process.

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