Client Service Manager - Geneva, Schweiz - Barings

Beschreibung

Principal Responsibilities

Client Service

• Work closely with sales/ relationship managers to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels.
• Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including sales, CPM, product management, client reporting, onboarding, investor relations, legal, compliance and GTD as needed to resolve.
• Partner with the relevant teams throughout the process to onboard new clients/ distributors by proactively staying informed of progress and working alongside the teams to ensure smooth process and resolution of any issues.
• Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely.
• Deliver client communications on regular and key events, working with internal business partners including sales, CPM, product management, marketing, communications, legal and compliance to agree messaging and timing. Examples include:
• Client reporting
• Non-investment personnel changes
• Organisation changes/ developments
• Webinar invitations
• Shareholder notices
• Ensure Client 360 and Salesforce are updated with all relevant client data, information and interaction, alongside proactive communication with sales/ relationship team on issues, opportunities and developments. Maintain accurate client distribution lists.
• Distribute client reporting to agreed timings and using appropriate suite of reports. Ensure demand management process is followed for all new or enhanced reporting requests.
• Attend client meetings and conference calls when required, coordinating the agenda and materials when agreed with sales/ investment partners. Coordinate prepare and host client operational due diligence meetings.
• Provide client service coverage for Barings' client base as needed to support colleagues in the Client Service Group.
• Responsible for office administrative tasks including processing of invoices, post, office supplies and office maintenance.

Client Profitability

• Oversee client service levels - coordinate initial assessment, monitor on an ongoing basis through client 360 database, utilise agreed demand management process for additional servicing requests and escalate issues related to changes in client service levels.

Strategic Projects

• Contribute proactively to plans and projects to improve client experience and engagement.

Qualifications

• 4-5 years of experience in a previous Client Service role within Asset Management
• Experience of providing excellent client service to clients in Switzerland and France is preferable, as well as Italian clients but not essential
• French language speaker essential. Italian preferable
• Educated to Bachelor degree level, IMC advantegous but not essential
• Good understanding of investment products and concepts
• Strong interpersonal, written and verbal communication skills
• Ability to work in a deadline driven environment and complete tasks that have high visibility
• Demonstrated initiative in problem solving and successful project management
• A desire to make an impact as part of a newly established function and a fast-paced and collaborative team environment
• Experience with Salesforce CRM advantegous but not essential